Financial advisers are forecasting continued expansion in assets under management even as they face political conflict, energy market disruption, shifting global alliances and unclear interest rate direction, according to Natixis Investment Managers’ 2026 Finance Adviser’s…
rvey. The study found that advisers expect assets under management to rise by 11.9% over the coming year
Over a three-year period, they are projecting average annual growth of 12.8%. Natixis IM said reaching those figures will require firms to deal with a number of longer-term pressures across the sector, including technological change, fresh sources of competition and ageing populations. The survey covered 2,950 investment professionals in 23 countries and examined growth plans, business obstacles and the steps advisers are taking in response to market volatility.
Holding on to existing client assets is one of the more immediate concerns. Nearly three-quarters of advisers, or 74%, said clients are unsettled by current market conditions and therefore want to keep more money in cash. Respondents said the most common investor mistake is reacting emotionally to news flow, identified by 58% of advisers.