Whitepaper: How advisors can help their clients weather rampant market volatility

Even in difficult market times, advisors have an opportunity to protect their clients’ assets and weather the storm of a complex, volatile market environment marked by inflation and an uncertain economic outlook.

According to a 2022 SmartAsset study, more than half of surveyed advisors (51.30%) report that the most common reason clients reached out to them in the first quarter of 2022 was stock market volatility.

Market experts are telling advisors, investment managers and investors to brace themselves for continued stock market volatility. In times like these, advisors and asset managers need to be able to quickly monitor and make tactical decisions across hundreds or thousands of investment portfolios.

This requires readily accessible information to make the appropriate moves based on knowledge – rather than fear – at scale. Changing investment strategies according to shifting client preferences, and performing large rebalances in timing with the market, are crucial to be prepared for what may be coming down the road. Many advisors are leveraging different strategies like tactical rebalancing, tax-loss harvesting, and incremental portfolio adjustments to ensure clients are where they need to be.