Summary: Over the last several years the advisory industry has trended away from valuing financial expertise in order to put the emphasis on the relational or human side of investing. This makes sense but we have moved too far in the opposite direction. It’s in everyone’s best interest to start valuing the expertise it takes to craft a well-allocated portfolio and to ensure that portfolio is keeping up with client goals and market movements.
 Rather than resist the trend, embrace it where you are or find another role where the emphasis continues to be on the investing aspect (and again, the CFA standards are very important in this decision so it might be time for you to make a career move)."Beverly Flaxington, The Collaborative |
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