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%).
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
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.
