Financial advisors who have ultra wealthy investors as clients should make sure they are carefully following global events that have an impact on client portfolios, and should be ready to discuss them. They should also make every effort to bring those clients into all investment decisions and be ready to explain clearly all aspects of clients’ portfolios.
That’s the word from Spectrem Group, a consultancy specializing in retirement and the affluent, which just released the results of a survey of 1,146 wealthy investors inquiring about their investment attitudes and where they turned for advice.
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