How the Pandemic Changed Investors’ Needs

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The pandemic revolutionized financial behavior. During a period of immense uncertainty, many are turning to the advice of professionals to keep their finances on track.

Yet when it comes to investors – a crucial client base for many financial advisors – the pandemic has changed them as well. This change has altered the qualities and services investors look for in a financial advisor.

What do investors want to talk about?

Recent research from the Spectrem Group showed which topics investors want to talk about with their financial advisors.

Investments, unsurprisingly, took the #1 spot. But the other most popular choices are intriguing. Investments was closely trailed by topics such as, income generation during retirement and current economic events and their impact on my wealth. The least-popular topics included health-related issues, world events and insurance.