So is past performance indicative of future results? Of course not. That's not the only thing you need to know about your investment adviser's performance reports. Today I share a few things to keep an eye on, how to better understand your numbers and share more about the Global Investment Performance Standards ("GIPS").
If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!
Subscribe to my newsletter: advisercheckup.substack.com/welcome/
Check out my website: https://www.advisercheckup.com
Connect on Instagram: https://www.instagram.com/advisercheckup/
Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
