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Top Investor Trends to Watch Now
How do potential clients feel about their investments in 2015?

According to recent studies, the country's wealthier investors are more optimistic than ever before.

Despite recent high-profile data breaches, turmoil in the Eurozone and tensions in the Middle East and Ukraine, investor confidence is up, with 76% of respondents saying they are optimistic in a recent Morgan Stanley Wealth Management study. This is up from 66% in 2013. The poll surveyed about 1,000 investors with at least $100,000 in investable assets. One third of those had assets exceeding $1 million.

A study by Cogent Wealth Reports released late last year found that more than 80% of potential clients with less than $1 million in investable assets were also upbeat about the current investing environment. A study by Phoenix Marketing International found similar results: 65% of investors with more than $100,000 and 71% with more than $1 million in investable assets were optimistic about the country's economic outlook over the next three months.

Click through to see these and other client trends and to get a better grasp on what's on your clients' minds as they think about their investments for this year.

Or click here for a single-page version. – Andrew Shilling

Image: iStock


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