Advisor: Why bond ETFs make sense for clients
- By: Sucheta Rajagopal
- July 14, 2011 December 15, 2017
- 08:56
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
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New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Determining how long the client was going to hold the asset is an important factor in the decision
The changes are expected to come in a separate piece of legislation
Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds
Undergrad's intimidation changed to interest with Women in Asset Management program