Increases in AUM and client rosters were uneven across the brokerage, dealer and retail bank channels
Amid uncertain economic conditions, allocations are shifting away from equity funds and into fixed-income products
Meeting that goal may require new strategies and business models, Natixis survey suggests
Growth was due to flows in financial assets and rising markets rather than expanding client bases
Investors now have access to more than 200 ESG funds
Client AUM is up by 55% since the pandemic began
While AUM was up, overall productivity has declined from 2020
Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic
Assets return to fund companies during April rebound
AUM rose as advisors focused on wealthy clients in run-up to pandemic