PLANADVISER - January/February 2019 - 16

trendspotting
Advisers
Boost
Retirement
Confidence
Advised investors are
consistently more
confident than
are DIY investors
ACCORDING to the Legg Mason Global
Investment Survey 2018, investors who
work with a financial adviser are more
than twice as confident as are selfdirected
investors that they will have
the money to afford a comfortable life
in retirement.
Further, advised investors said
they are more confident their investments
will perform well in the coming
year. They also reported having more
Advised investors
are more confident
their investments will
perform well in the
upcoming year.
diversified portfolios, less reliance on
U.S. stocks and greater willingness to
invest in environmental, social and
governance (ESG) products than did
" DIY [do-it-yourself] investors. "
Still, only 39% of investors with an
adviser said they are " very confident "
about affording a comfortable retirement,
compared with 13% of those
without one. Among the less confident
group overall, 20% without an adviser
were " very concerned " as to affording a
secure retirement, compared with only
11% of those with an adviser.
Forty-four percent of advised
investors said they view volatility, if
managed properly, as a positive. Only
27% of DIY investors shared this view.
Seventy-two percent of investors
with an adviser said they are confident
about their investments for the
next 12 months, with 32% saying " very
confident. " Only 52% of the DIY group
claimed to be confident about
true for only 34% of the DIY group.
Additionally, 60% of advised investors
responded that U.S. equities will
offer the best opportunity over the
next 12 months, compared with 44% of
the DIYers.
Advised investors are also more
their
investments and a mere 7%, " very confident. "
Sixty-one percent of the advised
group said they plan to increase their
contributions over the next five years,
likely than DIY investors to diversify
their portfolio. Thirty-one percent
vs. 18%, respectively, said they have
money in real estate; 24% vs. 13% in
domestic bonds; 21% vs. 11% in gold
and metals; and 14% vs. 1% in international
bonds. -Lee Barney
How Investors Gain by Working With an Adviser
Are confident about
their investments for the
next 12 months
Plan to increase their
contributions over the
next 5 years
Think U.S. equities offer
the best opportunity
over the next 12 months
72%
Source: Legg Mason
14 | planadviser.com January-February 2019
Art by Andrea Chronopoulos
61%
60%

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PLANADVISER - January/February 2019

Table of Contents for the Digital Edition of PLANADVISER - January/February 2019

PLANADVISER - January/February 2019 - Cover1
PLANADVISER - January/February 2019 - Cover2
PLANADVISER - January/February 2019 - 1
PLANADVISER - January/February 2019 - 2
PLANADVISER - January/February 2019 - 3
PLANADVISER - January/February 2019 - 4
PLANADVISER - January/February 2019 - 5
PLANADVISER - January/February 2019 - 6
PLANADVISER - January/February 2019 - 7
PLANADVISER - January/February 2019 - 8
PLANADVISER - January/February 2019 - 9
PLANADVISER - January/February 2019 - 10
PLANADVISER - January/February 2019 - 11
PLANADVISER - January/February 2019 - 12
PLANADVISER - January/February 2019 - 13
PLANADVISER - January/February 2019 - 14
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PLANADVISER - January/February 2019 - 16
PLANADVISER - January/February 2019 - 17
PLANADVISER - January/February 2019 - 18
PLANADVISER - January/February 2019 - 19
PLANADVISER - January/February 2019 - 20
PLANADVISER - January/February 2019 - 21
PLANADVISER - January/February 2019 - 22
PLANADVISER - January/February 2019 - 23
PLANADVISER - January/February 2019 - 24
PLANADVISER - January/February 2019 - 25
PLANADVISER - January/February 2019 - 26
PLANADVISER - January/February 2019 - 27
PLANADVISER - January/February 2019 - 28
PLANADVISER - January/February 2019 - 29
PLANADVISER - January/February 2019 - 30
PLANADVISER - January/February 2019 - 31
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PLANADVISER - January/February 2019 - 33
PLANADVISER - January/February 2019 - 34
PLANADVISER - January/February 2019 - 35
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PLANADVISER - January/February 2019 - 37
PLANADVISER - January/February 2019 - 38
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PLANADVISER - January/February 2019 - 40
PLANADVISER - January/February 2019 - 41
PLANADVISER - January/February 2019 - 42
PLANADVISER - January/February 2019 - 43
PLANADVISER - January/February 2019 - 44
PLANADVISER - January/February 2019 - 45
PLANADVISER - January/February 2019 - 46
PLANADVISER - January/February 2019 - 47
PLANADVISER - January/February 2019 - 48
PLANADVISER - January/February 2019 - 49
PLANADVISER - January/February 2019 - 50
PLANADVISER - January/February 2019 - Cover3
PLANADVISER - January/February 2019 - Cover4
https://www.planadviserdigital.com/planadviser/july_august_2021
https://www.planadviserdigital.com/planadviser/may_june_2021
https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
https://www.planadviserdigital.com/planadviser/january_february_2020
https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
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