While both registered investment advisors and fee-based advisors are focused on volatility over the next 12 months, investors are more concerned about health care costs and saving for retirement than their advisors may realize.
That's according to Jefferson National's second annual Advisor Authority study, conducted by Harris Poll, which found that advisors' chief concern is volatility — which they say will have an adverse impact across the board. In addition, more than 75 percent expect it to rise.
Investors, on the other hand, may also be worried about volatility, but their primary concerns are about how to protect their assets, save for retirement and address health care costs — as well as what the tax picture will look like in months to come.
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
