It's not fun being on the wrong end of an ACAT form, and even the best advisors can't keep everyone. So why do clients fire their advisor? A large-scale survey suggests these five reasons are to blame.
Avoid the Pink Slip
Below is the July edition of the Fintech Report Card, a piece originally published in
WealthManagement.com where Riskalyze CEO Aaron Klein dives into the hottest news of the month.
It's hard to believe the
Fearless Investing Summit is less than two months away! Our Director of Conferences and Events, Dan Bolton, fills us in on the exciting things to expect in Lake Tahoe—and the Usability Labs that are going to knock your socks off.
Today’s clients are more in tune with the ebb and flow of the market than ever before—so why is the industry still having trouble managing client expectations?
Check out our white paper "Using Risk to Manage Client Expectations” to see the risk-first approach advisors are using for better efficiency, fewer frantic phone calls, and happier clients.
Download the White Paper
It's no mystery—Americans are confused about retirement. That's why we had a Q&A with the retirement specialists at Bull Moose Retirement Planning Co. on how we can help investors better understand themselves, and what advisors can do to help the retirees of tomorrow.
Read the Q&A
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