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Risk Management Critical for Clients, Advisors
ďAdvisors talk about Black Swan events and tail risk Ė you didnít hear retail planners talking about tail risk 10 years ago, or if you did it was the top 1% of the group. Now, itís the new nomenclature,Ē said Jeff Montgomery, head of AFAM/Innealta Capital.
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Ask the Experts is an educational video series, hosted by Financial Planning that features an engaging Q&A with financial and retirement industry experts. This series, sponsored by Guardian, addresses questions and discusses how financial planners can succeed in today's 401(k) marketplace, including small-market needs, strategies, service and support as well as resources. Watch these videos to learn more.
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