Matthew Moberg, vice president and portfolio manager, Franklin Equity Group at Franklin Templeton, talks about innovation at the 2020 Inside ETFs conference.
Many advisors have lived through bear market turmoil before. They say their role now is to keep clients from panicking, and in many cases help those with longer time horizons recognize opportunity in the chaos.
Even as new Schwab executive Tom Bradley tours the country reiterating the firm’s commitment to the sub-$100 million advisor, larger RIAs say they too are concerned with service levels and technology downgrades in the...