Tax Facts

4 Ways RIAs Can Create Better Performance Reports

by Greg Elliott

April 7, 2022

The client review process with wealth advisors has evolved (and for good reasons) into more than just a discussion around numbers. Advisors have been smart to adopt a holistic approach to considering the big-picture goals, needs and concerns of their clients, while also educating clients on topics such as risk, diversification, and how behavior such as emotions play a role in investment decisions.

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