Leading Meeting Professionals

Professional Convention Management Association

Some Advisers Begin Managing Clients' Careers

by Thomas Coyle, The Wall Street Journal | Feb 14, 2013
 Putting careers front and center has an impact on the way an adviser does business, including how a client's investment portfolio is designed. If you're looking at a client's job as an asset, the fact that she works in, say, the aerospace industry, could mean trimming exposure to that sector. More

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