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3 Ways the Evolving Advisor Can Add Value to Clients

“By employing the lessons studied by behavioral finance, advisors can deliver even more value to their clients, better managed expectations, and potentially build even stronger relationships along the way,” Schwab Asset Management CEO and CIO Omar Aguilar, Ph.D., tells Asset TV. In this edition of Top Picks, we cover two other ways advisors can add value and other topics of interest to advisors with PIMCO’s Adam Browne, Natixis Investment Managers’ Jack Janasiewicz, Thrivent Asset Management’s David Spangler and Perigon Wealth Management’s Bud Sturmak.