The industry is rapidly shifting towards an outcome-oriented, goals based investing framework and the way we decide to report information to investors will have consequences, for better or for worse.
Wow. Our Brexit moment! We just witnessed a political revolution in the U.S. that hasn’t been seen since Ronald Reagan in 1980. Now what do we believe this means for the markets and the economy?
Time and time again, advisors say their largest challenge is managing client emotions. If clients are unhappy or anxious about their investments, they run the risk of making impulsive or emotionally fueled decisions.