Investors Sought Out RIAs in 2018 Amid Market Volatility, Latest TD Ameritrade Institutional Survey Says
Summary
Amid the ups and downs, investors are asking about cannabis stocks as well as environmental, social and government (ESG) investments, two sectors that were in the headlines in 2018.Baby Boomers and Seniors -- Americans in their 60s, 70s and older -- prefer the telephone for staying in touch with their advisors, though they are quite comfortable with email.Participants, both clients of TD Ameritrade Institutional and non-clients, were asked to share their views on economy, the outlook for their firms and the RIA market overall.We provide powerful technology and resources that help simplify running a business and let advisors do what matters most — spend time serving their clients.Through meaningful innovation, steadfast advocacy and unwavering service, we support RIAs as they build businesses that positively impact their clients and communities.