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If You Can’t Stand The Heat and Last of the Wirehouses
03/11/2010
PAM's Kristen Oliveri
No one’s looking to get caught up in the next big Ponzi scheme, especially not the advisors steering investment decisions. But what can you do to steer clear? Truepoint Capital’s Janel Carroll, director of client services and business operations, has a few principles that advisors can convey to their clients in the hopes of side-stepping any big investment disasters. If it’s too good to be true, it usually is, and there is no such thing as “guaranteed returns.” Investors won’t want to hear it, but ...
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