Ready to take the first step toward becoming an investment advisor at an independent RIA firm? Open the door to independence with the right custodian by your side.
New Financial Wellness Report highlights consumer anxiety as immediate expenses and cash accumulation take priority over retirement planning and large expenditures.
"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.