Many advisers have said that they were able to keep their clients from having knee-jerk reactions to 2016’s rocky markets and the Brexit vote.
This month’s cover story explores how some of these planners try to overcome their clients’ behavioral biases and develop well-balanced, diversified portfolios. Having empathy is one part of the approach. But some advisers may pick up on market turmoil or uncertainty and react rashly, much as their clients would.
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