Brie Williams

Investor Confusion On Fees Equals Opportunity For Advisors

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Advisors have an opportunity to provide clients with a greater understanding of all factors that could impact performance.

Managing Client Preferences, Biases And Behaviors In A Topsy-Turvy World

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Volatility can test even the most steadfast of investors’ confidence in their portfolios.

Our Blind Spot With Female Investors: Seeing Individual Needs, Not Just Gender Traits

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There’s an opportunity to capture investable assets by empowering women and helping them take control of their worth.