AuthorTopic: How does invest advisor = PM
garrett
@2015-08-20 09:57:19
It's been talked about before but I'm hoping to gather more opinions about the possibility of an investment advisor being able to gain relevant experience for portfolio management. Most IA's don't really do much portfolio analysis and management but I'm sure some spend a lot of time on that stuff. So how does one tell which IA's spend their time actually doing PM?? appreciate any opinions.

CFA Discussion Topic: How does invest advisor = PM

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I just wanted to share the good news that I passed CFA Level I!!! Thank you for your help - I think the online question bank helped cut the clutter and made a positive difference.
Edward Liu

Edward Liu