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.