Security Benefit has published new results showing a marked decrease in RIA confidence as market uncertainty grows in intensity. The firm evaluated advisor attitudes towards a number of economic factors. In their most recent survey, the company has noted market volatility as a consideration in long-term strategic planning. The key term RIA confidence represents changes in advisor attitudes, as mentioned above.
“Advisors are clearly recalibrating expectations as they head into 2026. But this isn’t a retreat from the market,” said Mike Reidy, National Sales Manager, RIA Channel at Security Benefit. “In fact, RIAs are balancing heightened volatility concerns with disciplined portfolio strategies. Staying focused on long-term goals while helping clients navigate a more uncertain environment,” he added.
Growing Caution and Shifts in Investment Strategy
The report indicates that many advisors now foresee slower market growth. Additionally, they remain conservative when it comes to client risk exposure. In line with this, retirement planning strategies are now increasingly turning to more conservative allocations. Nonetheless, advisors do see opportunities in structured income products. Security Benefit noted that these products provide stability amidst conditions of unpredictability. This understanding has again highlighted how the confidence of RIAs shapes the demand for products. The survey also touched on the ways in which geopolitical tensions affect investment behavior. Indeed, many advisors anticipate further market disruptions in the months ahead. For this reason, they are positioning clients to expect continuing volatility. The company sees this continuing unless economic stability improves. Security Benefit intends to publish more data throughout the year. Beyond that, it hopes to help advisors interpret market patterns. The firm believes that deeper insights will lead to better decision-making and bolster the confidence of RIAs in changing conditions.
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Source: Businesswire
