Client risk complacency big concern to advisers - research

Turning to alternative investments

Laura Dew
clock • 2 min read

More than 80% of financial advisers believe the length of the current bull market has made their clients more complacent about risk, according to a survey by Natixis Investment Managers.

The survey, which questioned 2,775 financial advisers globally including 300 from the UK, found 82% said their clients were complacent about risk and 79% said clients did not recognise risk until it had already been realised.  Some 40% of advisers in the UK specifically said their clients reacted emotionally to increased volatility, and 78% of advisers globally felt they had to act as a "voice of reason" during highly volatile periods.  This rising volatility was cited as a threat to investment performance by 56% of advisers and 55% said it was their top portfolio risk. Other risks na...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Economics / Markets

Why the lead-up to the Budget may have been worse than the Budget itself

Why the lead-up to the Budget may have been worse than the Budget itself

What Rachel Reeves and Dr Evil have in common

Laith Khalaf
clock 13 November 2024 • 4 min read
Bank of England meets expectations with 25 basis point rate cut to 4.75%

Bank of England meets expectations with 25 basis point rate cut to 4.75%

'Continued progress' on disinflation

Valeria Martinez
clock 07 November 2024 • 2 min read
'Budget will be a reset for our economy' Reeves tells IMF colleagues

'Budget will be a reset for our economy' Reeves tells IMF colleagues

Autumn Budget on 30 October

Linus Uhlig
clock 24 October 2024 • 2 min read