Mixing politics and financial advice is a dangerous cocktail

Episode 10

We look at how the Twitter dustup between two advisers over politics should send a message to the financial services community that it doesn’t pay to let your political colors show on social media. Also, Covid has had a negative impact on broker recruiting. Then we get into the trend toward reducing bond allocations from otherwise balanced portfolios. And Bruce Kelly dishes up another example of a bad broker. Finally, in the Open Notebook segment, we delve into whether New York can continue to be the center of the universe, as far as New Yorkers are concerned.

https://www.investmentnews.com/financial-advisers-take-political-views-to-twitter-196177
https://www.investmentnews.com/broker-recruiting-slows-covid-19-196190
https://www.investmentnews.com/advisers-questioning-value-bonds-client-portfolios-196238
https://twitter.com/BDNEWSGUY/status/1295896859135926272
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