Trends in Advisor Behavior During Market Volatility - Week of April 27, 2020
Is this the new normal? The past several weeks have seen a consistent set of data trends. When comparing this period to the previous 18 months, we see overall transaction activity leveled off at roughly twice the historical levels, adjustments to clients investment objectives at roughly 45% higher, client activity back to normal, and net flows in and out of more risky and less risky investment vehicles is near zero, or flat.
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