Already a Financial Advisor IQ Reader?
October 3, 2017
We’re living longer. Medicine and health treatments are getting more expensive. Meanwhile market forces, spending rates and our psychological propensities can derail even the best-laid plans. What do you see as the greatest challenges to wealth preservation for your clients?
|They could outlive their money.|
|Lack of investment diversification.|
|Bad luck. A family emergency can sink the ship.|
3EDGE Asset Management
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|