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