As advisors begin preparing for the new year, AdvisorOne spoke with Jeff Montgomery, CEO of AFAM/Innealta Capital, to see how the advisory industry has evolved and what changes advisors can expect in the future.

Jeff Montgomery, CEO, AFAM/Innealta CapitalThe biggest trend in the advisory industry is the increased interest in risk management, Montgomery (left) said, especially from clients. “If you have lunch with any financial planner, they’ll say, ‘I’m getting asked by my clients about risk management.’ That wasn’t coming from clients 10 years ago.”

Montgomery acknowledged that this isn’t the first time people have said, “This time is different,” but he was confident that this time it’s true. “Boomers were in the decumulation phase during the crash,” he said. “People underestimate volatility and they overestimate the noncorrelation of traditional asset classes.”



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