Leading Meeting Professionals

Professional Convention Management Association

February 14 2013

Some Advisers Begin Managing Clients' Careers

Thomas Coyle, The Wall Street Journal
 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