2025年盈透证券顾问洞察调查

Interactive BrokersAdvisor Insights Survey June 2025 About the Survey The Interactive Brokers Advisor Insights Survey wasdeveloped to better understand the outlook of independent,fee-based financial advisors for their firms in the current Executive Summary •Advisors’uS market outlook is tepid, at best: 36% call themselves bears, while 31% are bulls. •Advisors are more upbeat in their global outlook: 38% are bullish and 11% say they are bears. •The dampened market enthusiasm is relatively recent: 62% of advisors report growing more bearish in •They’re bullish on their own prospects: 61% expect to grow this year. •Advisors’ top economic concerns? Tariffs and the impact of changinguS policies. •Their clients worry about the impact of the market’s volatility on their nest eggs. •Advisors are diverting more client assets outside theuS: while decreasing exposure touS equities,they’re investing more in non-uS equities and non-uS currencies. Advisors Are Lukewarm — At Best — In Their US Market Outlook Question:For your outlook on the uS markets, please categorize whether you are a bull, bear or neutral. They’ve Got More Enthusiasm for Global Markets Question:For your outlook on the global markets, please categorize whether you are a bull, bear or neutral. And Plenty of Optimism about Their Own Prospects This Year Question:Please rank your confidence in your ability to grow your business in 2025, given the current market environment. Advisors’ Increased Bearishness Is New to 2025 Question:how has your market outlook changed over the last 12 months? Tariffs and Changing US Policies Worry Advisors the Most Question:What is your biggest concern regarding the current state of the markets and economy? Most Advisors Say Tariffs Were Unexpected Question:Which of the following market or economic events over the past 12 months surprised you most? Clients Are Most Worried about Market Volatility Question:Which of the following is your clients’ chief concern about their assets in today’s market? Advisors Are Reallocating for Current Market Volatility Question:Are you increasing, decreasing or maintaining client exposure to the following asset classes? Methodology Interactive Brokers surveyed its financial advisor clients to gauge their sentiment on their firms’operations in the current market environment.one hundred thirteen fee-based independent advisorswith an average of 19.4 years of experience completed the global email survey in April 2025.on Interactive Brokers: Registered Investment Advisor Solutions Interactive Brokers providestechnology-driven brokerage andcustodial solutions that empowerindependent financial advisors toserve clients more efficiently.our Features and Services for Advisors •Zero platform costs:no ticket charges, custodial fees, asset minimums, or fees for technology, software, platforms or reporting. •Multi-asset trading platform:Trade stocks, options, futures, currencies, bonds and funds across 160+ markets from a singleunified master account, with access to trade cryptocurrencies from the same platform. •Integrated advisor tools:Free CrM, trading and portfolio management tools, plus PortfolioAnalyst®,our tool for holistically analyzing a client’s finances. •Advisor Portal:our web-based platform integrates CrM, custody, account management, trading and AI-powered reporting. With a focus on automation, globalaccess, and low-cost investing,Interactive Brokers aims to equipadvisors of all sizes with the best •Custom Indexing:Create customized portfolios modeled after IndexeTFs to match client investment goals. •Model Portfolios:Access 70+ low-cost, well-diversified portfolios and free tools for creating custom investmentmodels for client assets. •Flexible client service models:Choose from Streamlined, Streamlined Plus and Full-Service client service models tailored toyour business and clients’ needs. •Website support:Automated and flexible client billing and free website building services. •Advisor-first approach:We do not have an in-house advisory team or prop trading group competing with advisors for clients.