A majority of investors (61%) are worried about greater market volatility and a recession (69%) over the next 12 months, according to an annual study from the Nationwide Retirement Institute.
The study found that 93% of advisers and financial professionals currently have a strategy in place to help protect their clients' assets against market risk. Among those with a strategy, the solutions they would choose to protect clients include diversification (55%), fixed annuities (48%) and fixed-indexed annuities (46%).
When asked to identify how the past financial crisis that had the most profound impact on them changed their approach to investing, investors indicated they chose to manage investments more conservatively (20%), adopt a new strategy to protect assets against market risk (17%) and use the market decline as a buying opportunity (17%).
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
