The global economy and market landscape have shifted this past year
and, in turn, so has investor sentiment. How does this impact the mindset
of affluent investors around money and their future financial picture?
What do advisors need to understand about this situation in order
to have meaningful conversations that ensure a personalized
experience? In this first section, we'll explore key discoveries within
these topics from the national research study.
The Current Mood
of Affluent Investors
SECTION 1
©2023 Envestnet, Inc. and The Center for Generational Kinetics. All rights reserved. 4
