investors Advisors valued skills
08 Sep

Investors Prefer The Human Touch When It Comes To Financial Advisors

A new study of “do it yourself” investors reveals a slight disconnect with financial advisors but also points to the continued need for financial advice.

 
Valued characteristics that investors like in advisors
The most valued characteristics investors viewed in their advisors were the ability to translate personal goals into an . . .

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.

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