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Investment Advisers with Goshka Folda and Rob Carrick

Date: 5/13/2011

Goshka Folda and Rob Carrick discuss the topic of investment advisers.

  • How is the current relationship between clients and financial advisers?
  • Is client satisfaction a sign that strong advice is being given out by financial advisers?
  • What is the trend involving financial planning in regards to portfolio building?