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Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

Financial Planning: Post-Brexit: How planning strategies for advisors must evolve

 

An article written by Jefferson National’s CEO Mitch Caplan was recently published by Financial Planning. The article focuses on Brexit’s impact on the financial market and why advisors must evolve their planning strategies in order to better address volatility.

According to Mr. Caplan, the UK's Brexit vote and ensuing market volatility highlights the need for advisor to adopt and evolve their strategies. He goes on to highlight the importance of protecting clients’ portfolios from dramatic swings while preserving upside potential.

Citing the results of Jefferson National’s second annual Advisor Authority study conducted by Harris Poll, Mr. Caplan outlines the causes of volatility and details the most popular solutions, including alternative mutual funds and ETFs, long-only alternatives, and defined outcome solutions.

Brexit is an extreme example of a volatility-inducing event, and global economies are still trying to find steady ground. While volatility can be managed through asset management and asset selection tactics, in order to truly differentiate and distinguish themselves, advisors need to begin and end with true goals-based planning, combined with comprehensive understanding, management and acceptance of risk.

 

The learn more, read the full Financial Planning article or download Jefferson National’s Brexit Survey Infographic