Are clients too focused on returns?

Clients increasingly say their advisors improve their return on investment (ROI), reveals a Pollara report commissioned by IFIC. Read: Can you deliver investors’ return expectations? The proportion of clients who strongly agree with this statement increased to 47% in 2017 from 39% last year. Read: How to increase returns by 1.5% The question is, do […]

By Staff | November 22, 2017

2 min read

How to avoid losing a client’s trust

Clear communication is required on a certain issue

By Staff | October 2, 2017

2 min read

Confusion about fees persists despite CRM2

You won't believe who investors think pay their fees

By Staff | July 12, 2017

2 min read

DSC alternative has limited merits

Remove one conflict, create another?

By Melissa Shin | May 12, 2017

3 min read