With low interest rates and high equities valuations posing risks for investors, advisors can help clients find ways of adding some predictability to their portfolios
Fear and impatience lead advisors and their clients to make rash decisions, resulting in returns based more on luck and not the economic value of their holdings
You have to make an effort to broach underlying anxieties your clients may have in order to help them stay the course
A new study suggests that millennials are the most confident in dealing with market volatility while those aged between 35 and 54 are the least ready
With markets caught in the bear's swooping claws, now is the time to contact clients and demonstrate that you are on top of matters
Remind them that market movements are cyclical
Some clients will worry more than others. Your job is to reassure them
Financial planners and advisors can manage volatile markets by employing a stop-loss strategy and having sufficient cash on hand in clients’ portfolios.
Ease your clients' concerns about market turbulence by explaining that it is a normal market phenomenon and that you are looking out for their best interests. You should be discussing potential volatility when markets are stable
The guidelines are intended to help fund managers disclose the historic volatility of their funds on a consistent basis