Investing via the Jim Cramer-decibel factor, why Personal Capital users are upset about the fiduciary order and where footballers go after their NFL careers.
Though the order itself may not necessarily impact most HNW individuals directly, many clients are concerned about the message it sends and what may happen next.
Clients are comfortable investing in developing nations after 2016’s strong performance for stocks and bonds and as money continues to flow in this year.
When it comes to financial education, it pays to start early, and advisors should play a meaningful role in ensuring that what’s taught is actually effective.