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Advisors Eye Alternatives, Question Buy-and-Hold Approach

Advisors Eye Alternatives, Question Buy-and-Hold Approach

http://www.financial-planning.com/news/natixis-advisor-study-2678901-1.html?ET=financialplanning:e7866:2148155a:&st=email&utm_source=editorial&utm_medium=email&utm_campaign=FP_Daily__051612

There was just an article in Financialplanning.com talking about the 2012 Natixis Global Asset Management U.S. Advisor survey.  Here are the highlights:

  • 49% of advisors are uncertain that the traditional 60/40 allocation between stocks and bonds is still relevant
  • 23% said the traditional approach isn’t close to meeting the needs of investors in contemporary markets
  • 38% of advisors that have been in business for more than 15 years no longer believe that the traditional 60/40 allocation is the best way to pursue returns and manage risk
  • Advisors were twice as likely to say that new approaches are needed compared to those who favor the status quo (46% vs. 22%).

What I have to say about this is simple—to the advisors questioning traditional strategies—what took you guys so long?  To the others—good luck with that.

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