Wells Fargo Asset Management
Research from WFAM and Gallup provides insights into ways to stay ahead of retirement income and ESG investing needs and potentially enhance participants’ financial well-being.
Seventy-six percent of investors, on average, are interested in ESG themes such as protecting the environment. This interest, as well as demographic shifts, indicate that ESG should be a top priority, yet education is needed.
Help your clients seize the ESG opportunity to promote:
Ninety-eight percent of investors we recently surveyed think guaranteed retirement income is important, but many have unrealistic expectations about how to achieve it. Help them close the knowledge gap.
Find key takeaways and actions you can take to: