My “Repackaging” Pet Peeve: Do Other Advisors See This As Well?

Like many advisors, I often find myself reviewing accounts and historical performance for clients and prospects with investments at other firms. Of course I see all the usual suspects like annuities, mutual funds with loads, 12B-1 fees, etc. Financial professionals who work on a commission basis regularly tuck these products into their clients’ portfolios – […]
Source: worldnewsoffice
My “Repackaging” Pet Peeve: Do Other Advisors See This As Well?