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%).
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.
