While nearly nine out of 10 survey respondents credited their financial adviser with helping them remain confident during this period of rising inflation and market volatility, the challenge for advisers continues to mount. The SSGA survey revealed that among those working with a financial adviser, about three-quarters have discussed inflation with their adviser, including how inflation will impact their investment goals in both the short and long-term. The survey of nearly 250 investors with at least $250,000 worth of investible assets showed that about half agreed it is prudent to work with a financial adviser. But there are generational divisions when it comes to seeking and paying for advice.
What are the other major concerns in the current market?