Advisers strive to improve financial literacy

02/20/2013 | AdvisorOne

Financial advisers have a major opportunity to educate their clients during regular interactions, Gil Weinreich writes. "When I work with clients, I think it's important to be on the same side of the table in terms of my clients having a basic knowledge around how stocks work, how bonds and fixed income work," says Aubrey Lee Jr. of Merrill Lynch.

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