When surveyed, most clients will say that they expect their financial advisor to provide credit or lending advice.

When surveyed, most clients will say that they expect their financial advisor to provide credit or lending advice.
Wealth managers have advised clients on loan decisions, almost since the dawn of time. Yet they’ve rarely facilitated funding...
2020 has been an unpredictable year. The global impact of COVID-19 has left its footprint everywhere, including on the markets, your practice, and your clients...
Due to the recent drawdown in the market, your clients may be relying more on credit and looking for ways to increase their liquidity...
When your day-to-day focus is on helping your clients achieve their financial goals...