We know there is a lot to explain to clients in very little time about the funds in which they invest. So, to make things easier for you, Money Management is helping you out in a new series and providing crib sheets for the basics your client needs to know about investing in various asset classes, countries, sectors and products.
Yours in PDF form ready to print out and keep or distribute to clients, the ‘need to know’ series will be coming your way every Thursday. If you have any suggestions for topics your clients may be interested in, contact us at mm@ft.com or tweet us @MoneyMgmtMag.
This week, Need to know: North American funds. Download it here.
