6 reasons why RIAS can't -- or don't want to -- have track records
If clients are confused by myriad FA titles they're baffled as to why advisors can't can't produce their investment histories
Jeff McClure
Good article. It frustrates me when I see a “one size fits all” manager who can advertise a track record. Worse, even the Wall Street Journal columnist Jason Zweig recommended getting a “performance report” and claimed that there “are no rules” regarding such things. His closing statement includes, “..., investors should steer clear of advisers who cant point to the real returns of actual clients.”
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