A topic of great concern to RIAs as markets remain volatile is how to manage portfolios for skittish clients, according to a survey by Invesco and Cogent Research. The survey covered 206 RIAs with an average of $488 million in investable assets.
According to the survey, 70% of RIAs cited market volatility as the top concern among their clients, while 99% said it was among clients’ top three concerns. Only 6% of RIAs said wealth accumulation was a top client concern.
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