Posts tagged ‘Disclosure’

Can I Limit the Mail I Get?

Written March 4th, 2011 by
Categories: How We See It
Can I Limit the Mail I Get?

This is one of the more common questions we hear about the amount of prospectuses, annual reports, etc. that our clients receive from their investment companies.  Would you believe that this much disclosure could actually be bad for you?  Especially when it comes to the financial services industry, more disclosure is a benefit to the [...]