No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Wednesday, July 15, 2026
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Financial Planning

Financial advisor searches hit new high amid surging demand

by TheAdviserMagazine
10 months ago
in Financial Planning
Reading Time: 4 mins read
A A
Financial advisor searches hit new high amid surging demand
Share on FacebookShare on TwitterShare on LInkedIn


Americans are googling for financial advisors like never before.

Search interest in financial advisors climbed sharply in recent months, topping the March high and setting a new record in August, according to Google Trends data. 

Google measures online search interest on a relative scale from 0 to 100, with 100 being the most search interest in a given period. The previous high hit a peak score of 62 in the weeks leading up to President Trump’s Liberation Day, when he announced a sweeping tariff plan that rattled markets.

READ MORE:When it comes to growth, location matters4 in 10 advisors worry that AI will replace themHow can new RIAs find their niche?Here’s a financial advisor’s estimated value to clients

Advisors may benefit from the surge as they seek new clients and expand their practices, but it also highlights investors’ growing concerns about the market.

Research shows that investors tend to seek out professional financial advice during times of market volatility. A 2022 SmartAsset study found that over half of advisors surveyed said that stock market volatility was the main reason clients contacted them in the first quarter of that year.

Three years later, little has changed.

“Everything sort of seems to be in chaos when it comes to rates and trade,” said Andrew Blake, an associate director in the wealth management practice at Cerulli Associates. “There’s been back-and-forth between the administration and the Fed on what to do about rates and what’s the best course of action there. Tariffs have obviously been a huge headline throughout the course of the year. So with all this going on, people want someone to explain it to them.”

The situation can be especially confusing for retail investors as they try to reconcile headline-level chaos with a market that’s continuing to mark new all-time highs, Blake said.

Uncertainty in an internet full of opinions

That difference has led to subtle variations between retail investors and advisors in their short-term market outlooks.

Data from the American Association of Individual Investors’ weekly sentiment survey shows that individual investors’ bearish sentiment has tracked fairly closely with advisor search interest in recent years, while advisors’ own views show little correlation.

scatter visualization

Filip Telibasa, owner of Benzina Wealth in Sarasota, Florida, said that a mix of headline news and social media buzz may be fueling greater uncertainty among retail investors compared to institutional investors or financial advisors. Advisor views on the market are measured by Financial Planning’s Financial Advisor Confidence Outlook (FACO), a monthly index that surveys hundreds of financial advisors about their perspectives on the economy.

“On social media, you have individuals that are posing as experts that are maybe closer to the [AAII survey] side of this, and then there’s actual experts on social media as well, which is closer to the [FACO outlook],” Telibasa said. “If there’s this conflict or contradiction between these opinions that could be driving fear or uncertainty for the retail investor … there’s no commonality, there’s no agreement. You’re getting different opinions. And so it’s tough to come to a conclusion in terms of what to do next.”

Investors looking for a clear signal in that noise are more likely to reach out to professional advisors, Blake said.

“It’s strong markets, but chaos in the headlines,” Blake said. “‘Who can help me tie all this together and figure out the next best course of action?'”

Between the two groups, the VIX — a measure of the market’s expectation of near-term stock price volatility based on S&P 500 options — highlights that variation. Reflecting activity from both retail and Wall Street investors, the VIX has a moderate correlation to advisor search interest, sitting squarely between individual investor sentiment and advisor market views.

How advisors can capitalize on the moment

With more investors searching for professional help, advisors are well-positioned to gain new clients seeking advice. That is, if they can effectively position themselves online.

Thanks to a recent expansion of his online presence, Telibasa said he has seen a significant increase in the number of prospective clients in recent weeks.

He recently updated his website and listed himself on several advisor directories, including NAPFA, XYPN and others, to drive more traffic. Previously, potential clients had to fill out a contact form, which he reviewed before sending a booking link, creating some intentional friction, he said.

Based on peer feedback, he streamlined the process about a month ago by adding a direct calendar link, allowing prospects to schedule meetings quickly without sharing personal information upfront. He then follows up with a confirmation and any necessary questions.

“Since I made that change, I’ve had an exponential growth in terms of meetings that are booked on my calendar,” he said. “It essentially went from … close to zero, to one to two per week, which is a big, big growth.”

Telibasa said he’s not sure whether the increased engagement reflects broader interest in financial planning or the easier booking process on his site, but believes it’s likely a combination of both.

“It sounds like the right time, right place for me,” he said. “It wasn’t intentional in terms of, you know, matching it up to the search interest. But I have certainly felt it.”



Source link

Tags: advisordemandfinancialHighhitsearchesSurging
ShareTweetShare
Previous Post

Strategy confirms Bitcoin purchases are unaffected by new Nasdaq rules

Next Post

Smart Locks Protect Access, But They Can Also Protect Your Money When Things Go South

Related Posts

edit post
Citi’s wealth strategy ‘firing on all cylinders’ as revenue jumps 13%

Citi’s wealth strategy ‘firing on all cylinders’ as revenue jumps 13%

by TheAdviserMagazine
July 14, 2026
0

As Citi pushes ahead with its effort to grow its wealth business, second-quarter results offered fresh evidence that the strategy...

edit post
How Long Is an IPO Lock-Up Period, and What Should You Do While You Wait?

How Long Is an IPO Lock-Up Period, and What Should You Do While You Wait?

by TheAdviserMagazine
July 14, 2026
0

When the company you work for goes public, your equity shifts from an intangible asset to one that has a...

edit post
Easy Protein Recipes (That Are Budget-Friendly & Family-Approved!)

Easy Protein Recipes (That Are Budget-Friendly & Family-Approved!)

by TheAdviserMagazine
July 14, 2026
0

Have you ever had one of those days where you feel like you’re constantly hungry, even though you just ate?...

edit post
Merrill boasts of 75% graduation rate for its advisor training program

Merrill boasts of 75% graduation rate for its advisor training program

by TheAdviserMagazine
July 14, 2026
0

Merrill for the first time is releasing graduation estimates for its recently revived training program and is predicting a far...

edit post
How financial advisors’ tenures tie into their compensation

How financial advisors’ tenures tie into their compensation

by TheAdviserMagazine
July 14, 2026
0

Financial advisors are "grossly underpaid" in their first three years, but "grossly overpaid for the rest of your career," according...

edit post
Your Fixed Expenses Are the Levers That Move Your Budget the Most

Your Fixed Expenses Are the Levers That Move Your Budget the Most

by TheAdviserMagazine
July 14, 2026
0

Advertiser Disclosure The credit card and banking offers that appear on this site are from credit card companies and banks...

Next Post
edit post
Smart Locks Protect Access, But They Can Also Protect Your Money When Things Go South

Smart Locks Protect Access, But They Can Also Protect Your Money When Things Go South

edit post
Education Department wants to streamline process for pulling federal funds from colleges

Education Department wants to streamline process for pulling federal funds from colleges

  • Trending
  • Comments
  • Latest
edit post
Mass Fraud in Massachusetts Committed by Illegal Immigrants Discovered

Mass Fraud in Massachusetts Committed by Illegal Immigrants Discovered

June 22, 2026
edit post
New York Seniors: 6 STAR Tax Relief Rules That Could Put a Bigger Check in Your Mailbox

New York Seniors: 6 STAR Tax Relief Rules That Could Put a Bigger Check in Your Mailbox

June 20, 2026
edit post
5 Pennsylvania Rebate Rules Seniors Should Check Before the Property Tax/Rent Deadline

5 Pennsylvania Rebate Rules Seniors Should Check Before the Property Tax/Rent Deadline

June 18, 2026
edit post
Bristlecone pines growing in the White Mountains of California germinated before the Great Pyramid was built, and the oldest one alive today, nicknamed Methuselah, has been quietly adding rings for 4,855 years in soil so poor almost nothing else survives beside it

Bristlecone pines growing in the White Mountains of California germinated before the Great Pyramid was built, and the oldest one alive today, nicknamed Methuselah, has been quietly adding rings for 4,855 years in soil so poor almost nothing else survives beside it

July 8, 2026
edit post
Retail giant exits U.S. fashion after multi-million-dollar scandal

Retail giant exits U.S. fashion after multi-million-dollar scandal

July 1, 2026
edit post
New Jersey Tax-Relief Events: Three July Dates Near Seniors

New Jersey Tax-Relief Events: Three July Dates Near Seniors

July 13, 2026
edit post
The 10-Year Treasury Yield That Will Make or Break VNQ in 2026

The 10-Year Treasury Yield That Will Make or Break VNQ in 2026

0
edit post
M&T Bank Releases Q2 2026 Financial Results

M&T Bank Releases Q2 2026 Financial Results

0
edit post
Why people sleep with phones next to bed? Psychology and sociology studies say it’s not because of any addiction or love for gadgets

Why people sleep with phones next to bed? Psychology and sociology studies say it’s not because of any addiction or love for gadgets

0
edit post
The 4 trillion Great Wealth Transfer means more businesses are now being inherited than purchased

The $124 trillion Great Wealth Transfer means more businesses are now being inherited than purchased

0
edit post
Your Fixed Expenses Are the Levers That Move Your Budget the Most

Your Fixed Expenses Are the Levers That Move Your Budget the Most

0
edit post
How to Build a Scalable Go-to-Market Engine for Growth in 2026

How to Build a Scalable Go-to-Market Engine for Growth in 2026

0
edit post
The 10-Year Treasury Yield That Will Make or Break VNQ in 2026

The 10-Year Treasury Yield That Will Make or Break VNQ in 2026

July 15, 2026
edit post
M&T Bank Releases Q2 2026 Financial Results

M&T Bank Releases Q2 2026 Financial Results

July 15, 2026
edit post
Why people sleep with phones next to bed? Psychology and sociology studies say it’s not because of any addiction or love for gadgets

Why people sleep with phones next to bed? Psychology and sociology studies say it’s not because of any addiction or love for gadgets

July 15, 2026
edit post
Micron Technology – MU: Die Bullen warten bei 1000 USD!

Micron Technology – MU: Die Bullen warten bei 1000 USD!

July 15, 2026
edit post
House GOP Reconciliation in the Cards? Johnson Sees Daylight

House GOP Reconciliation in the Cards? Johnson Sees Daylight

July 15, 2026
edit post
The 4 trillion Great Wealth Transfer means more businesses are now being inherited than purchased

The $124 trillion Great Wealth Transfer means more businesses are now being inherited than purchased

July 15, 2026
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • The 10-Year Treasury Yield That Will Make or Break VNQ in 2026
  • M&T Bank Releases Q2 2026 Financial Results
  • Why people sleep with phones next to bed? Psychology and sociology studies say it’s not because of any addiction or love for gadgets
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.