Are you a financial advisor who puts the interests of your clients ahead of any vendors or products? If so, congratulations.
Do you show your clients historical performance records to help them make investment decisions and select products–such as mutual funds, separate accounts or hedge funds? If so, what are your personal standards for acceptable performance records?
These questions are important because performance records keep getting more unreliable all the time, and this trend potentially threatens you and your clients. This article offers five guidelines that you may want to adopt for acceptable performance records, those that are fit to be shown to your clients.
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