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While 75% of advisor clients view ESG investing positively, only 30% have discussed it with an advisor, Allianz Life finds.
Fixed income flows, on the other hand, slowed as volatility picked up, a Schwab VP said.
They lost 3.5% on average, the study found.
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The generation that controls 80 percent of personal finances is set to retire; thus, you need to find ways to connect to new types of clients.
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Build Your Business Like a Boss: Grow Your Practice Without Compromising on Service
Find out how your practice can grow and thrive without sacrificing the quality, personalized service your customers are accustomed to.
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Gen X: The Advisor's Forgotten Opportunity
Gen X isn’t officially known as “the forgotten generation,” but perhaps it should be. Learn how you can tap into the potential of this group.
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