Know What You Recommend

Know What You

As the stewards of our clients’ money, many financial advisors are responsible for the due-diligence and allocation of investments. There are different types of business models ranging from the advisor as the portfolio manager to the advisor who outsources all the...
The Myth of Retiring Advisors (S2 E8)

The Myth of Retiring Advisors
(S2 E8)

There was a great deal of chatter this week from a recent article declaring that the number of financial advisors will begin declining next year. In this episode of the Conquer Risk podcast, we break down the key points of this argument:  The Data from Cerulli...