A New Wealth Focus
The theme of the first quarterly issue of Research on Wealth is low yields — how they impact your financial planning, your clients’ portfolios and (of course) your business, and what you can do in response to the current investment climate.
We are pleased to highlight the views of Michael Finke, dean and chief academic officer of the American College of Financial Services, and are glad to include the opinions of several veteran advisors as well.
Levaux, Janet, "A New Wealth Focus" (2016). In the News. 1691.