As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......