Cerulli-Invesco tool lets financial advisors see how practices measure up
The benchmarking product can compare advisors to peers, but experts say that users should keep their personal goals top of mind.
Source: financial-planning.com
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Invesco Launches Practice Innovation Index, Powered by Cerulli Associates, Designed to Help Financial Professionals Evaluate Their Businesses
/PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, and Cerulli Associates, a leader in market intelligence and consulting...
Source: prnewswire.com
Clients acted more irrationally this year, but advisors got better at talking them down
Behavioral finance techniques were more successful this year in convincing investors to make more logical decisions about money, new research shows.
Source: financial-planning.com