New findings from Tiburon Strategic Advisors reveal some interesting facts about advisors’ appetite, or lack thereof, for headline grabbing products such as alternatives and exchange-traded funds.
Specifically, Tiburon reveals that advisors intend to increase their usage of index funds by one-third while decreasing their usage in exchange trade funds, alternative investments, & variable annuities by over 30% each.
The findings also predict that there will be a continuing focus on retirement income with accelerated growth in investable assets, insurance in force, and wealth management services. There will also be continued growth in the financial advisor channels & an emergence of the international markets as well as an increase in financial institutions mergers & acquisitions opportunities.
