Did anyone get to watch this on Bloomberg last week? Is it an issue FAs bring up often to prospects has part of their "second opinion"? If so, how do you guys use this info to win them over as clients?
A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office?...More
With health care, health insurance and pharmaceutical issuers representing approximately 10% of the high-yield index, our analysts are keeping a close eye on both regulations impacting the sector and the impending U.S. presidential election,...More
In this season of change, cut through interest-rate noise. Get past the chatter and learn how to potentially optimize clients' fixed-income portfolios for income, diversification, flexibility, and tax benefits....More