In 2022, clients are prioritizing flexibility. They want to feel they're not just along for the ride, but that their advisor will cater to their needs as circumstances change.
This means that for RIAs, the tactics to look out for are ones that:
As a research-based firm with a network of independent advisors, we’ve compiled a report that outlines a remarkably efficient approach to flexible investing—one that can help RIAs reposition themselves for post-pandemic success.
Complete the form below to speak with a Zacks professional about how to incorporate this strategy into your practice.
Disclosure
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.
Zacks Investment Management, Inc. is a wholly-owned subsidiary of Zacks Investment Research. Zacks Investment Management is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions. Zacks Investment Research is a provider of earnings data and other financial data to institutions and to individuals.
This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Do not act or rely upon the information and advice given in this publication without seeking the services of competent and professional legal, tax, or accounting counsel. Publication and distribution of this article is not intended to create, and the information contained herein does not constitute, an attorney-client relationship. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole.
Any projections, targets, or estimates in this report are forward looking statements and are based on the firm’s research, analysis, and assumptions. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Clients should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed in this presentation.
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Zacks Investment Management is a wholly owned subsidiary of Zacks Investment Research Inc., a pioneer in earnings and earnings estimate revisions analysis and one of the largest independent equity research providers in the U.S. For decades, Zacks Investment Management has used fundamental bottom-up investing to develop strategies with Morningstar performance rankings in the top 10%.
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