A good advisor might talk about the down market as a “buying opportunity.” But a great advisor can help their clients reset their portfolio for long-term financial success, even in the midst of a crisis.
Showing signs of optimism and alert to buying opportunities in down markets, investors poured fresh money into these ETFs during a scary week in the markets.
There were no 'innovation labs' in 2008, and there may be fewer going forward. As the next recession looms, wealth management firms will likely return to a stricter cost-benefit analysis for their technology budgets.
