Happy Friday, readers! In the last several weeks PLANADVISER has received volumes of 2017 market outlook commentary, offered up by a variety of respected retirement industry providers. While investment and asset management markets are always undergoing some change, providers today say they are seeing clients and the competition evolve faster than ever. Adding to regulatory pressure, global growth challenges and political uncertainty are expected to persist during the year. As volatility climbs and correlations fall, conviction will be crucial for investors during the year to come.
The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that delivered solid annual returns; what will 2017 bring?
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Investment managers are assessing how social forces such as populism and a desire in many industries for less regulation could impact global growth and portfolio performance.
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Data provided by Fidelity shows organic growth among RIA firms dropped to lowest level in five years; yet there is reluctance to take on major change in terms of pricing and value proposition.
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“In 2008, 40% of respondents indicated that they were interested in paying for advice; by 3Q 2016, the percent grew to 50%,” says Scott Smith, director at Cerulli.
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Broadridge identified three trends driving change in the retirement industry that it says will remain regardless of what happens to the DOL fiduciary rule.
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