In the News, Investment news, Investment

The Endowment Effect: Why Executives Love Their Company’s Stock

Posted On August 01, 2017 By Clarfeld

We often become so obsessed with the portrayal of personal investing as a product or extension of technology that we forget that wealth management is, at its core, a profession rooted in personal relationships. Truly gifted advisors understand wholeheartedly that a client relationship is an ongoing dynamic interaction where the portfolio often is no more than the present tense of multigenerational well-being, purpose and aspiration.

SOURCE: https://www.forbes.com/sites/robclarfeld/2017/05/05/why-robo-advisors-dont-worry-me/#206ab701e834

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