June 16, 2026 | 1:00pm ET | 1 CE Credit
The Heroic Advisor and the Courage to Advise
The Challenge of Delivering Advice in Uncertain Capital Markets
The capital-markets landscape is brimming with questions, and external and geopolitical shocks are emerging more often. This poses a stiff challenge for advisors: guiding portfolios to support increasingly dynamic retirement plans. The stakes are high. With longer lives, finish lines are distant and there are no restarts. Emotion adds complexity: advisors must help clients overcome short-term impulses that may lead them off track.
The AllianceBernstein Advisor Institute’s Ken Haman leads a wide-ranging conversation with AB Chief Market Strategist Rick Brink, exploring how the world of behavioral finance intersects with the challenges of today’s uncertain capital markets:
- Examining the advisor’s duty in navigating the complexities of advising clients, with the necessary courage to provide guidance amid short-term thinking and biases.
- Identifying the key forces currently shaping capital markets and their future implications, as well as how advisors can design plans to participate actively while minimizing potential risks.
- Developing strategies to structure market and investment perspectives in effective ways to communicate challenges clients can understand.
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The Heroic Advisor and the Courage to Advise
The Challenge of Delivering Advice in Uncertain Capital Markets The capital-markets landscape is brimming with questions, and external and geopolitical shocks are emerging more often. This poses a stiff challenge for advisors: guiding portfolios to support increasingly dynamic retirement plans. The stakes are high. With longer lives, finish lines are distant and there are no restarts. Emotion adds complexity: advisors must help clients overcome short-term impulses that may lead them off track.
Build a Better Path Part Two: 3-D Investing
The critical role of the path of returns in portfolio design In part one, we zoomed across a half century of financial markets chapters to highlight one of investors’ biggest challenges: defending long-horizon portfolios from sequence-of-returns risk.
Build a Better Path Part One: What’s Past Is Prologue
Lessons from capital-markets history hold critical insights for portfolio design today. In our next installment of the AB Disruptor Series, we adjust our lens. Instead of zooming into a specific topic, we’ll zoom out, assessing the big picture of investing today. Market dynamics have been shifting—and not for the better—among structural headwinds, years of sequential inflation/affordability shocks and recurring geopolitical flare-ups. The challenge for investors? Design portfolios to deliver return paths that make the most of what markets have to offer.
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