Insights from the experts in investment fiduciary responsibility.

Fiduciary Links: Changing Client Needs

Posted by on May 14, 2014

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>>>>> Advisors have the responsibility of not only acting prudently with investor’s money, but also of encouraging investors to make wise decisions. This InvestmentNews’ article talks about the importance of investor behavior, and how important it is for advisors to prevent them from making costly mistakes. In the heat of the moment, these decisions can seem reasonable to clients, but will be detrimental in the long run.

The Millennials present a tough challenge for the financial services industry. This article from ThinkAdvisor claims that the challenge is perhaps the most difficult for investment firms. Cost is a major barrier in capturing this young audience as clients.

It may be helpful to point all of your clients, not just those close to retirement, to this article. It claims that according to surveys, half of retirees left the workforce earlier than planned. Unforeseen circumstances have a way of changing life expectations, and talking to your clients about this topic may affect their retirement plan goals.

Now on to the rest of the week’s best links:

News and columns from the leading trade, consumer, and mainstream media:

From the organizations/associations/government/academia:

From the blogs:

Articles your clients are reading, (or should be):

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