2021 investment trends
Asset allocation
74% of advisers have reevaluated the asset allocation they typically recommend or implement. They did so because of:
The economy in general: 56%
Market volatility: 44%
I continually reevaluate the asset allocation strategy: 39%
Specific investments: 39%
Inflation: 37%
Legislation (Tax Cuts and Jobs Act, etc.): 37%
Administrative aspects of investments (cost, lead manager, etc.): 18%