Almost three-quarters (71%) of advisers have more clients now than they did before the COVID-19 pandemic, a survey conducted by The College for Financial Planning found.
The four-question survey of 209 financial advisers, which was conducted from Aug. 25 to Oct. 2, also found that 70% of advisers said their clients have not postponed retirement because of the pandemic and that 61% of advisers will not change their investment advice if Joseph Biden is elected president.
When asked if they were concerned about inflation in 2021, 61% of advisers said they weren’t, while 8% said they were not sure.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
