A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Linda Lingo, a financial coach in Redding, Calif.
The analysis of 7.5 million investors who custody with Apex found that most of millennials' top holdings were tech companies that had largely outperformed indexes like the S&P 500.
Amid an uncertain and vulnerable economic climate, financial advisors need to make sure clients are informed and protected now more than ever.