We're trying to redefine our methods, meaning and value proposition behind our practice of reporting on Portfolio Progress for our managed investment accounts.
Trends in the Wealth Management profession have changed dramatically in the last year or so due to new and powerful Regulatory Reforms such as the Department of Labors introduction of the Fiduciary Rule. And, we're sure that more regulations are to come at some point.
We'd love your feedback on our efforts.
That feedback will be instrumental in helping with decision making moving forward.
Your feedback is anonymous so please tell us EXACTLY how you feel. (Not that we thought for a moment you wouldn't have anyway!)