Some advisors look beyond clients’ assets when giving investment advice
Ariel Skelley | DigitalVision | Getty Images
For some financial advisors, the person behind the assets is the key to providing the best investment advice possible.
That is, awareness of the nuanced differences that distinguish clients helps those advisors construct investment portfolios based on more than, say, a person’s age and how long until they need the money.
“We don’t use…
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