Financial advisers are expecting positive results in 2018, on everything from economic
performance to growth of their own books of business. The following findings are from
InvestmentNews’ 2018 Outlook Survey of 344 advisers in December 2017, unless otherwise noted.
Percent of respondents extremely or very concerned on impact on their book of business
*Percentages may not add up to 100% due to rounding.
Does your office intend to hire new
staff this year? If so, what positions?
2018 expectations
2017 expectations**
2018 expectations
2017 expectations**
**Source: InvestmentNews 2017 Outlook Survey of 339 advisers in December 2016
Advisers have about 30% of client assets invested in ETFs, and will be adding more in these areas
Note: Percent of respondents planning to increase their use of ETFs in 2018
About a third of advisers outsource investment management activities, including:
Source: InvestmentNews 2018 Outlook Survey of 344 advisers in December 2017.
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