Advisers expect clients to change investment strategy due to volatility
The vast majority of financial advisers (92%) expect their clients to seek changes to their investment strategies if global volatility persists this year.
This is according to research from Wesleyan, which puts fresh “focus on strategies that will help keep clients on track for good outcomes, even amid market choppiness”.
Four-fifths (80%) of advisers said their clients had already changed their investment strategy since the US announced tariffs on 2 April.
Since US president Donald Trump’s ‘Liberation Day’ announcement, 37% of advisers have proactively reached out to a specific client segment to discuss the ensuing market volatility, while nearly three in five (57%) have contacted their entire client base.
In the beginning…
