Tips to Manage Personal Wealth in Volatile Markets: NAPFA

Tips to Manage Personal Wealth in Volatile Markets: NAPFA
News from AdvisorOne:

“We have to take the macro view for our clients.”

So said Susan John, chair of the National Association of Personal Financial Advisors, at NAPFA’s Practice Management & Investments conference last week in Brooklyn, which hosted more than 200 advisors, scores of exhibitor booths and a large roster of seminars and speeches.

John pointed to the current climate of disconnection between the public and big institutions as seen in the Occupy Wall Street demonstrations taking place on the other side of the Brooklyn Bridge as the NAPFA conference was taking place.

More than ever, John said, fee-based advisors have a responsibility to work in the best interests of the people they serve.

Here, then, are top tips culled from conference speakers who were taking the ma…………… continues on AdvisorOne

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