Most C-suite executives have an above-average grasp on the core issues in investments and financial wealth planning—they are by nature “planners” – so it's not surprising that overall, senior executives feel confident that their investment management and financial wealth planning strategies are well conceived and optimized.
But is this truly the case? It's good to be knowledgeable, engaged, competent and confident, but as a Forbes Insights survey of 500 C-suite executives reveals, there's still plenty of room for improvement.
Download the latest report from Forbes Insights and Northern Trust, Thriving In, and Transitioning, From The C-Suite: 5 Wealth Planning And Investment Management Insights For Senior Executives, to learn how C-suite executives are approaching investment management and financial wealth planning today.
You'll learn insights such as:
- C-suite executives are themselves knowledgeable – but engage others for the heavy lifting
- The more actively C-suite executives manage their wealth, the more they realize how much needs to be done