Optimism appears to be returning, albeit "cautiously," say advisors and clients, according to global asset manager and RIA services provider SEI Advisor Network, in Oaks, Pennsylvania. Perhaps it's not surprising, though, that risk management is important for both advisors and investors, according to the 442 advisors SEI surveyed in December and January. "
The "SEI Advisor Network New Years Survey, A Look Back and a Look Ahead," includes a list of top "Resolutions for 2010," which leads off with, 1) "Touch clients, centers of influence more regularly;" 2) "Use technology to improve business;" and 3) "Stress less, get healthier."
The subjects of "retirement"–64%, "economic rebound,"–62% and "implications of the federal deficit"–57%–"dominate current conversations with client," advisors in the survey assert, according to the report. In addition, 70% of advisors surveyed have, "adopted a more holistic planning approach."
