As ETFs become increasingly popular and new active ETFs pop up, Mike McClone, director of research at ETF Securities, explains how advisors are using them in client portfolios.
WHY DO FINANCIAL ADVISORS COME TO FAT-STACK.COM?
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Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff.
The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.