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It’s hard to beat the market on a risk-adjusted basis. Smart advisors should stop juggling knives in the market and focus on helping clients maximize their entire balance sheet. Doing so can add 2 percent a year to AUM, says Morningstar’s David...
Happy-go-lucky when markets are up, these clients will become controlling, obsessive and argumentative when investments go south. Here are six tips to deal with those clients you alternatively love and fear.
The SEC suggests keeping your guard up against fake news seen in social media, investment newsletters, online ads, email, Internet chatrooms, direct mail, newspapers, magazines, TV and radio.