Post-Brexit: How planning strategies for advisers must evolve

Category: Financial Planning
Published: Sunday, 10 July 2016 16:31
Written by Super User
Hits: 1856

For the financial planning industry, the UKs Brexit vote and ensuing market volatility highlights the need to adopt a new reality: this is what the markets will continue to look like in the foreseeable future.

That said, how can RIAs and fee-based advisers adequately protect clients' portfolios from dramatic swings without completely eliminating any potential upside?

Long before the Brexit vote, volatility was rated a top concern for both advisers and investors in our second annual Advisor Authority study conducted by Harris Poll, which surveyed 638 RIAs and fee-based advisers and 733 individual investors nationwide.