Personalized Risk Management: Helping Clients Make Smarter Decisions
December 31, 2016 at 07:00 AM EST
By Patty Quinn McAuley via Iris.xyz In a 2014 survey conducted by CEG Worldwide and the Money Management Institute, affluent clients ranked the top five services they want from a financial advisor. Topping the list at #1 was to help them “make smart decisions with their money.” By shifting...