B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Aging
57%
57% -- investors planning asset allocation adjustment for investors (2024)
57% of investors surveyed plan to implement asset allocation adjustments in 2024.
Attribution:
View source
Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
57%
Unit
Percentage
Data Vintage
2024
Entity
Geography
Global
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
Bloomberg
Primary
Tier C
https://www.wealtharc.com/insights-articles/6-wealth-management-trends-to-watch ↗
Source Article
6 Wealth Management Trends to Watch
An increase in cybersecurity, focus on client experience, the thriving AI and robo advisors, or a major shift in asset allocation strategies—these are just a few of the most important wealth management trends for 2024/2025. In this article, we shall discuss them (and a few more!) in more detail, so …
Original Research
Bloomberg
· Original study ↗
Methodology
Bloomberg Markets Live Pulse survey, as cited by Suzanne Woolley
Methodology documented
Segmentation
IndustryFinTech
RegionGlobal
Cite this stat
Plain Text
investors: 57% investors planning asset allocation adjustment. Source: Bloomberg (2024). Via Lighthouse Intelligence -- https://lighthousedata.io/data/investors-asset-allocation-adjustment-2024
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<blockquote cite="https://lighthousedata.io/data/investors-asset-allocation-adjustment-2024" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>57%</strong> -- investors planning asset allocation adjustment for investors<br><small>Source: Bloomberg (2024) · <a href="https://lighthousedata.io/data/investors-asset-allocation-adjustment-2024" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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