John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets
John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets
Paul Punzo of Investment Planning Counsel says clients need to understand the danger in making big portfolio moves in the face of market turbulence
Paul Punzo of Investment Planning Counsel says clients need to understand the danger in making big portfolio moves in the face of market turbulence