Filed Under:Markets, Diversity Market

40 percent of advisors seeking to replace older clients

The report identifies as a “big risk” for advisors the energy they spend to meet existing client needs, a challenge that many advisors find difficult to achieve.
The report identifies as a “big risk” for advisors the energy they spend to meet existing client needs, a challenge that many advisors find difficult to achieve.

Sixty percent of financial planning practices worldwide are growing, the expansion driven by increases in asset-based fees tied to robust equity markets, according to a new report.

Natixis Global Asset Management discloses this finding in an international study of financial advisors undertaken to better understand their attitudes and needs. Conducted by CoreData Research on behalf of Natixis, the survey polled 1,300 advisors in nine countries and across four continents.

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Nichole Morford

Nichole Morford
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