This news item original appear on WealthManagerWeb.com on 1/19.
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. "While advisors focus on business risk, risk mitigation is a key theme with investors, according to the firm's January 14 announcement.
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."