There are countless real-life examples showing how slow, systematic number-crunching can lead to better decisions than expert intuition. But the opposite approach — relying on gut over fact — works, too, as demonstrated by the chess grandmasters who can identify the winning move with a quick glance at the board or the art expert who can identify a fraud at first sight. These talents come from instinctive hunch, which is only reliable when you have a level of expertise to base it on. If you’re an accomplished investor, don’t hesitate to place your money where your heart tells you to. If you’re a novice, better to give the decision some careful analysis.
One session topic was how to use health risk assessment data without coming off as creepy.
The move affects advisors affiliated with its Investment Advisors Division, not its broader indie and employee channels.
Giving Jane cash to buy her own coverage may be easy. But what about her kid?
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How to provide clients with a balanced approach as you help them manage their finances.
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Get insights on how changes to the high yield bond market can create new opportunities for you and your clients.
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