While certain channels are expected to lose market share over the next decade, we're prepared to see a rise in the number of RIA firms. To learn how you might get in on the growth story, read this whitepaper.
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.