Here is an engaging and timely interview with Clayton Daniel of XY Adviser on how advisers can better help clients with mental health problems. We also proposed some ideas for how to create more cross-pollination of ideas between our mutual professions.
Index Fund Advisors Show 307
Research into couples and their personal finances consistently shows that it’s mainly men who make investment decisions. But women tend to have a different attitude towards investing, and when they are involved, they often make better choices.