How Often Should Financial Advisors Review Performance With Clients?

While there’s no set standard for how often advisors review performance with clients, a common review schedule is one in-depth annual meeting with shorter check-ins each quarter. The right cadence depends on the client’s wealth, life stage and preferences. Age matters too: 83% of Gen Z clients communicate with their advisor at least monthly, compared […] The post How Often Should Financial Advisors Review Performance With Clients?