Financial advisers are optimistic about what can be achieved in coming years, despite conflict in the Middle East, a global energy shock, geopolitical realignment and interest rate uncertainty, Natixis Investment Managers research has suggested.
Natixis Investment Managers' 2026 Finance Adviser's survey, which surveyed 2,950 investment professionals across 23 countries, found investment professionals expect to grow AUM by 11.9% over the next year and are projecting an average annual asset growth of 12.8% over the next three years. However, to meet these growth targets, Natixis IM acknowledged advisers will need to contend with a range of structural challenges facing the industry. Challenges cited included new technologies, competition and ageing demographics. The survey revealed 74% of advisers globally reported clients fe...
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