2025 Spring Advisor Pulse Survey
2025 is proving to be unpredictable and volatile and Advisors are on the front line for all of it. Our Spring 2025 Advisor Pulse Survey showed that among our 829 respondents, it was clear Advisors were showing their value at a time when their clients needed them the most.
80%
of clients are uncertain in some way about postponing major life goals
88%
of Advisors believe their current investment philosophy has been effective in protecting client assets during this time
69%
believe it is a good time to strengthen client relationships and show value
The Advisor Practice: Finding Opportunities in Uncertainty
The Spring Advisor Pulse Survey took place from May 12 to May 19th 2025, at a time when the equity markets were experiencing uncertainty and economic and geopolitical headlines were in the news every day.
With all this as a backdrop, Advisors were able to show the value of their investment strategies to manage portfolio risk and continued to strengthen their client relationships as they addressed client anxieties. The result has been to find opportunity in uncertainty.
Protection Strategies in Times of Uncertainty
55% of Advisors said they were using more downside protection strategies now than in the past. With over half of Advisors noting their clients have become slightly more risk averse, the addition of protection strategies has demonstrated the Advisor’s value during bumpy markets. Learn More >
33%
are using downside protection strategies to reduce or eliminate client risk exposure
33%
are using downside protection strategies to provide clients peace of mind
39%
said clients are asking for protection strategies
About InspereX
InspereX was founded in 1999 by Tom Ricketts, now our Chairman as well as the Executive Chairman of the Chicago Cubs. We pioneered delivering innovative, institutional-quality strategies and offerings to the retail market, and we’re now an industry leader in underwriting, marketing, and distributing a wide range of fixed income and structured investments. Our ground-breaking products, distribution, education, and technology have been recognized with dozens of awards. InspereX represents more than 400 issuing entities, distributes to more than 1,500 partners, and has underwritten more than $800 billion in securities. The firm has seven trading desks and more than 180 employees with offices in Delray Beach, Florida; Charlotte, North Carolina; Chicago; and New York City.