Investors’ view of the future has been trending downward in the past two years, despite broadly positive economic news in 2023. This presents an opportunity for financial advisors to address investors’ concerns. In May 2021, 66% of investors reported a very or somewhat positive outlook on their personal finances for the next 12 months. However, in July 2023 only 59% had a positive outlook and those with a negative outlook had risen to 18%. Discover more about this shift in Broadridge’s Radar U.S. Quarterly Trends report. #AssetManagement #AssetManagementInsights
