TD Ameritrade Investing Roundtable February 2015
While at the TD Ameritrade LINC conference in San Diego, Marie Swift, a frequent contributor to several industry publications, sat down with five financial services professionals to talk about risk, investing and how advisors can better communicate with their clients when it comes tomanaging expectations and market / risk perceptions. The 60-minute roundtable discussion produced some very interesting observations. Watch the video segment below, and download the White Paper Transcript, to glean new insights now.
| investment_risk_roundtable_final_04-07-15.pdf |