Manisha Thakor, Director of Wealth Strategies for Women of the BAM ALLIANCE, on helping clients achieve financial clarity, calm and confidence through the process of true wealth management.
Carl Richards, Director of Investor Education for the BAM ALLIANCE, explains that as advisors who follow an evidence-based investing philosophy, we believe that the relationship advisors have with their clients needs to be about so much more than the numbers.
Tim Maurer, Director of Personal Finance for the BAM ALLIANCE, explains fiduciary responsibility. The word fiduciary has been in the news a lot of late, from Wall Street to Washington, but it's a word that has always been part of our daily dialogue. Advisors who act as fiduciaries, as we do, are legally required to put the interest of their clients before everything else.
Larry Swedroe, Director of Research for the BAM ALLIANCE, explains how we base everything we do and what we recommend on the latest academic research, not our opinion. "Investing, in order to be successful, not only requires a deep knowledge of the theory of finance, an understanding of markets, but you also need a deep history to understand how markets work and what products mix well together to build a portfolio."