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Clients of wealth managers, portfolio managers, financial advisors and financial planners have already increased their risk appetite or will do so in the next 12 months as their investment goals and objectives have been adversely affected by recent volatile markets, according to new global research from Ortec Finance, the leading global provider of risk and return management solutions for professional investors.
The global study among wealth managers and financial advisors whose organizations collectively manage approximately $750 billion, found almost all (97% of survey respondents) of their clients have had their investment goals and objectives adversely affected by recent market volatility. One fifth (20%) say this has caused their clients up to a six-month delay in...
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