Friday, October 19, 2012

How to Build a Good Relationship With Your Adviser | Inside Investing

The relationship that investors have with their investment advisers can be one of the most important determinants of success. We wanted someone to speak about what forms a healthy adviser/investor relationship, so we invited Kathy O?Connor, CFA, chairman of the board of the New York Society of Security Analysts and president of KJ Capital Management LLC, a registered investment adviser located in New York City.

Source: http://blogs.cfainstitute.org/insideinvesting/2012/10/19/how-to-build-a-good-relationship-with-your-adviser/

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