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Understanding Why Financial Advisors Show Hypothetical Portfolio Performance History

Retrieved on: 2022-08-01 18:01:11

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Understanding Why Financial Advisors Show Hypothetical Portfolio Performance History. View article details on HISWAI: https://www.forbes.com/sites/forbesfinancecouncil/2022/08/01/understanding-why-financial-advisors-show-hypothetical-portfolio-performance-history/

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When I was working for a Fortune 500 investment management company in the 1990s, the clients were big investment banking firms. The FAs at those and ...

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