Despite the fact investors are more conservative after getting slammed by the recession, advisors and their clients are optimistic about the year ahead, with advisors looking to grow their business and improve their use of technology.

On Thursday, the SEI Advisor Network released a poll revealing that over half of investors have moved back into the markets, although risk and avoidance are now the overarching priorities. Forty-five percent of advisors polled said clients are “not as risk tolerant as originally thought,” while 29% said clients learned they “can handle market volatility if they focus on long-term goals.”

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access