Discovery Data Acquired by Institutional Shareholder Services, Inc. Click Here to Learn More About ISS

Research Report Summary

2022 Financial Advisor Outlook

Key Factors Influencing Financial Advisors’ Decision-Making

Discovery Data’s Financial Advisor Outlook captures key trends and factors influencing financial advisor’s decision-making in 2022 using its findings from an annual survey of U.S. financial advisors.

Points of Discovery:

  • Return to Office Tensions Ahead | Nearly 70% of financial advisors are uncertain of their plans or do not plan to return to the office.
  • Breaking Through with Alternatives | Advisors’ interest in alternative investments has spiked compared with 2021.
  • Macroeconomic Trends Dominate the Conversation | Inflation, interest rates, and market volatility have displaced COVID-19 as top-of-mind client concerns.
  • What Great Resignation? | 60% of advisors reported that they do not expect to leave their current firm within the next five years.

Complete the form to see 2022 Financial Advisor Outlook key findings.

First Name *

Last Name *

Company *

Phone Number *

Business Email *

Read our privacy statement.

About Discovery Data MarketSage Research

MarketSage Research uncovers actionable intelligence, guiding you in effectively cataloging opportunities and executing go-to-market efforts.