How to Build a Good Relationship With Your Adviser (Video)
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.
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