Get Started with Investing: Deepen Your Knowledge
6: Your Role When Working with an Advisor
Playlist
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Play Icon 1: Investment Risk and Return 2:59
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Play Icon 2: Diversification and Asset Mix 3:41
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Play Icon 3: Investment Portfolios 2:30
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Play Icon 4: Understanding Fees 4:29
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Play Icon 5: Working with an Investment Advisor 2:41
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Play Icon 6: Your Role When Working with an Advisor 1:45
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Play Icon 7: Robo-advising and Self-directed Investing 3:23
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Play Icon 8: Common Investment Products 3:28
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Play Icon 9: Investing Trends 2:00
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Play Icon 10: Private Placement Market 3:12
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Play Icon 11: Investment Fraud 2:31
Full Transcript
It’s important to note that you, as the client, also have responsibilities when it comes to your working relationship with your investment advisor. Be open and honest with your advisor. To make recommendations that are appropriate for...
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