In part two of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research on investors’ expected reactions to CRM2 fee reporting, and give advisors tips on how to help clients understand the new reports.
Have You Thought About What Season Your Practice is in?
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The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods