What would you do if your client called to ask about an investment fund projected to underperform similar funds by 3%? How would you react? How would that interaction affect your relationship with the client?
According a report by American Century Investments, roughly 40% of U.S. investors say they would give up some returns in order to make a positive impact on society or the environment; as such, you’d probably be willing to hear out the client if she was asking about a sustainable […]
Artificial Intelligence Can Be a Superpower for Financial Advisors | Wealth Management
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