Since these clients are successful in business or other pursuits, they often assume they'll be successful investors.
The tool most advisors stand to benefit from but probably don't have is an internal website.
While the spirit of cooperation runs high.
The motivations under the non-fiduciary and fiduciary business models are vastly different, which results in the recommendation of quite different financial products for clients, writes Scott Simon of Prudent Investor Advisors.
These managers are potential contenders for this year's honor.
Fund investors are decent fund-pickers but poor market-timers, says Morningstar's John Rekenthaler.
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Investors who look beyond recalls will see an industry focused on new technologies.
Four keys to success.
Truly independent clients may need to take less risk in their portfolios than those clients without bias.