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.”
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