December 18, 2017
- Managing Director, Strategic Relationships, TD Ameritrade Institutional
Registered Investment Advisor (RIA) optimism has slipped a bit, according to our Midyear RIA Sentiment Survey.
In the first part of our survey findings, we shared how your RIA peers spent their summers managing their businesses amidst shifting market trends. Here, we’ll shed light on how fellow RIAs are feeling about the economy, markets and how policy changes will affect them.
We all know that financial markets, government policies and other outside influences affect our outlook. So, it’s no surprise optimism took a little hit, but it’s reassuring to see that RIAs are focusing on the heart of their businesses. Let’s take a closer look at the numbers for more insight.