Financial Advisor Perspectives Fall 2018

Fall 2018 Financial Advisor Perspectives, Eaton Vance

What are the relevant fall 2018 financial advisor perspectives? For our client Eaton Vance, we asked over 600 financial advisors about the real-world challenges facing their clients, businesses and the markets right now.

Key insights include the following:

  • Generating income for clients is now the top concern of financial advisors, up 24% from Q2 2018. 
  • Responsible Investing has become a greater focus for financial advisors. Nearly eight out of 10 (79%) incorporate Responsible Investing into their practices. Of those, 44% said it is an important part of their practices, up from 31% in Q2 2018. Thirty-five percent reported increased interest from clients and 60% said Responsible Investing is an ongoing topic of discussion.

Learn more by reviewing the Advisor Top-of-Mind Index (ATOMIX) on the Eaton Vance website. We’ve been working with Eaton Vance on this survey since 2013. Read our case study about how it was developed here.