Survey: Advisors ‘Overwhelmingly Positive’ About The Future
July 31, 2015 by Cyril Tuohy
A survey of registered investment advisors and fee-based advisors finds that most of them are focused on the long term, embrace technology and are not particularly worried about the “roboadvice” movement.
Results are included in the first “Advisor Authority Executive Report,” by Jefferson National, distributor of the popular Monument Advisor suite of variable annuities.
Among the highlights of the survey:
Advisors are “overwhelmingly positive” about the future; focused on investing for the long term; serious about new technology; preoccupied with software integration in their business; not nearly as obsessed with the roboadvice trend as some headlines would have you believe; and above all want answers to mitigate market volatility. Click here to read…
