As new technologies and platforms quickly expand access to a broader universe of investors, direct investing is helping financial advisers add new value in an uncertain market environment.
Yes, the 2022 InvestmentNews Adviser Benchmarking Study shows that advisers saw solid growth, but do volatile markets and the specter of recession (not to mention geopolitical threats and persistent inflation concerns) mean they won’t achieve as much in the future?
It’s no secret that advisers prefer not to work on succession planning until it’s absolutely necessary. It’s a ton of work, with little certainty: Will your chosen successor actually work out?
The Federal Reserve has changed the interest rate landscape. Yields are on the rise, along with the risks. How should advisers guide clients in this environment?
Your clients have just weathered a sudden spike in inflation, recession fears are ongoing, and interest rates are confusing. It’s time to look outside the traditional mix of stocks and bonds to help your clients’ portfolios handle these stresses.
