Should All Investment Advice Be in the Customer’s Active investing vs index investing Interest? The ongoing controversy about a financial advisor’s responsibilities. Coaching to Mitigate Panic Helping clients manage emotions has a significant impact on portfolio returns. Stop Teaching, Start Coaching The limitations of the advisor-as-educator role.
Better Than an Algorithm Advisors should focus on the human side of investing. Should You Manage Health Savings Account Assets? People pay investment managers a lot of money to do one thing: Beat the market. The problem is that hasn’t been happening lately.