Jacob Bertram was the Future of Finance intern for CFA Institute in 2016. He is a senior at University of Central Missouri (UCM) and will receive a Bachelors in Business Administration with an emphasis in finance. Jacob is CEO of UCM’s student managed investment fund and is a CFA candidate.
A survey of what investors want revealed a gap between what investors expect from their advisers and what advisers are delivering. Strong communication with clients is key in closing the gap.
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