For clients who want to hold too much cash in their portfolios, Sumit Desai, fund analyst at Morningstar, says advisors must help them maintain a long-term view of risk.
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“Everybody should be concerned about cybersecurity,” says John Taft, CEO of RBC Wealth Management-U.S.
Kevin Reed, head of wealth management for Janney Montgomery Scott, explains how the firm is shifting its focus to meet the needs of a "new breed of FA."