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New Research from Wealthramp Also Reveals Americans Are Asking for Active Investing Strategies; Nearly Two-Thirds of Wealthramp Advisors Say Approximately A Quarter of Clients Are Looking to Invest New Money into the Market This Quarter
Eight out of 10 advisors (83%) within the Wealthramp network report that more than 75% of their clients can still afford to retire on time despite the economic turmoil caused by Covid-19, according to new research by the online financial advisor referral service. Wealthramp matches consumers with expertly vetted fiduciary advisors based on their investing priorities and is comprised of independent, fee-only financial advisors who work solely in the best interests of clients.
Findings from the inaugural survey, which polled more than 100 fee-only fiduciary advisors within the Wealthramp network, suggest the impact holistic financial planning has on fortifying retirement savings and preserving capital for active investing. Additional key findings include:
“We’re in a very different economic environment than the past 11 years where all we saw were gains. Now is the time that advisors earn their keep – so much is at stake,” says Pam Krueger, founder and CEO of Wealthramp. “A true fiduciary will position investors for both downside protection and upside success. They’ll ensure clients have a solid asset allocation plan that secures enough capital to manage through crises and capitalize on opportunities, as evidenced by the results of our survey. In this current Covid-19 environment, it is more important than ever that Americans know who they can turn to for financial advice that is personalized and conflict-free.”
To learn more about the survey findings and access consumer resources around how to find a fiduciary financial advisor, visit www.wealthramp.com. For more information on Wealthramp, follow us on Twitter, LinkedIn, and Facebook.
Wealthramp is a personalized and unbiased financial advisor referral service, connecting investors with the fiduciary advisors who best match an individual’s investing priorities. The company launched the only network of independent, fiduciary, fee-only financial advisors expertly vetted by television investor advocate Pam Krueger. Built on the foundation of consumer advocacy and transparency, Wealthramp screens out conflicts of interest and engages with only established fiduciaries who work solely in the interests of clients. The Wealthramp network serves Americans nearing retirement as well as forward-thinking Gen X and Millennial consumers and is comprised of independent fiduciaries specializing in holistic financial planning, income strategies, stock-based compensation, special needs, and more.
Finding the right financial advisor can be challenging. Let Wealthramp help you find the right advisor who will help you with your personal financial needs and situation.