Col Fullagar outlines the key things to consider when performing a client insurance review. A core component of the risk insurance advice process is the gathering and analysis of client information so ...

Good advisors present multiple reviews. There is the annual performance review many advisors deliver at the beginning of the year. There is a financial plan review, often focusing on progress to goals ...

The quarterly client portfolio review is a tradition in the wealth advisory business that our firm has generally eliminated. Instead, these meetings have been replaced by 24/7 access to portfolio ...