Here are 5 factors to consider while selecting a financial advisor
Conducting your own research and analysis to determine which type of financial advisor might best meet your needs will help set you up for the long term.
As Head of Investment Strategy at Robinhood Markets, Stephanie leads a team focused on building investment methodologies and products for current and future investment solutions. As part of this, she forms research-based views of the macro economy and markets to inform and support recommendations to customers, along with due diligence on implementation vehicles.
She works closely with leadership, product, design and engineering to deliver solutions and educate customers throughout their journey.
Prior to Robinhood, Stephanie spent more than two decades at JPMorgan Asset and Wealth Management in various investment and client-facing roles. She is a CFA charterholder and holds a BBA from James Madison University.
Conducting your own research and analysis to determine which type of financial advisor might best meet your needs will help set you up for the long term.
Retail investors now account for around 52% of global assets under management. Financial services must now adopt less conventional methods to reach them.