This coincides in part with their view of the overall economy, where 54 percent say there is a low chance of a recession this year, 38 percent say there is a moderate chance and 8 percent think there is a high likelihood.
The survey also explored advisors’ attitudes toward socially responsible investing. Twenty-three percent of advisors bring the subject up with clients while 45 percent of advisors say their clients bring up the subject.
“Developing customized investment strategies that deliver desired investment results and reflect clients’ core beliefs helps advisors deliver added value and differentiate their client service,” says Moninger.