Dorsey has a long history in the RIA custodian market, most recently as chief strategist at Altruist. He will lead the LPL team responsible for its bank, credit union and enterprise clients.
Past performance is no guarantee of future results. We’re all familiar with this phrase when helping clients understand investment returns. Ironically, this thinking doesn’t always translate into the portfolio construction process. Many advisors use historical returns-based analyses to inform their investment decisions, effectively anchoring those decisions in the past.
Join us on Tuesday, Oct. 4th as an array of experts talk about how advisors can build more inclusive practices that attract and retain employees who look like—and understand—the diverse client bases they serve.
.png){kind=small}
.png){kind=small}
