Smaller and "mass market" investors receive little in return for the money they pay for financial advice
Financial advisors should be aware of how to identify and engage effectively with vulnerable clients
MD Financial reports that only one-third have concrete plans and goals for retirement
Cross-border clients likely will require portfolio changes
For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.
Getting a contact name early can help advisors manage issues before they arise
Tips on how to avoid claims, and what to do when claims arise
Long-term investment portfolio values and retirement goals can suffer when your clients follow market irrationality
This is the first decline in customer satisfaction since 2008, J.D. Powers reports
Clients often feel unimportant because of advisors' failure to manage the experience