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Can financial advisers make their clients happy?

from CFA Institute's Enterprising Investor

Financial advisers work with their clients to understand their goals and needs, then suggest investments that make sense in that context, and thereafter consult with them periodically to make sure everything is on track to realize those aspirations. That simple feedback loop can be a powerful force. Even professional investors who don’t believe it’s possible to beat the stock market will acknowledge the value that comes from dealing with an adviser and working towards well-defined goals and checking in over time. more


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