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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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.
“Everybody should be concerned about cybersecurity,” says John Taft, CEO of RBC Wealth Management-U.S.