Fee-based financial advisers are grappling with the fallout from the crash of 2008 and see tactical asset management as the way to navigate the current market, according to a survey of 750 advisers by Jefferson National.
About 50% of the advisers said they are turning to tactical management, and 68% are feeling pressure to revise their asset management strategy. Sixty-six percent of the advisers said their clients are more confident with a tactical strategy, while only 34% said their clients are more confident with a traditional buy-and-hold strategy.
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