Sea Change in Asset Management

• 13 years ago

Over the last 25 + years there has been a real change in the way we expect a financial advisor to help us. Years ago we had brokers that helped us trade stocks, had a large sales force, created and sold product and had a long history of depending on a client’s willingness to change. In today’s world your independent registered investment advisor is held to a highest standard of care, does not create or sell product and is able to help you fashion a financial plan that is specifically suited for your needs and wants. This remarkable evolution in asset management allows you to find and work with an independent financial advisor that will find investments that fit your portfolio instead of fitting you into his program.

Podcast: Play in new window | Download