In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to include in a quarterly letter to clients about recent market developments. He recaps three principles that guide his approach to constructing portfolios.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Group seeks revisions to U.S. state rule that match SEC's Reg BI reforms
Panel dismisses call for stronger deterrence given risks posed by crypto, social media
Steeper rates have increased the debt load of low- and middle-income households