Clients continue to feel good about their retirement picture, even if some ‘twitchy’ investors are starting to wonder about peeling away from equities.
Inflation concerns and overheating markets have clients a little on edge but key positive metrics remain high as businesses keep reopening, the latest RACI survey shows.
"I think there's been a more risk-on approach now with markets rebounding, us getting clarity on politics, and positive COVID vaccine news," an advisor says.
A year of upheavals has taken its toll on clients' appetite for risk, with some advisors hunkering down and avoiding dramatic moves until a coronavirus vaccine is widely available.
Risk tolerance and confidence in equities are down, even as metrics tracking retirement-plan participation have increased, the latest RACI survey finds.