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.