With the challenges of this year, advisors are working on managing clients’ expectations when it comes to risks and the reality of returns. Kendra Kaake, our Director of Investment Strategy, says in her interview with Wealth Professional that it is vital for clients to be compensated for the risks they are taking on.

“We’re constantly encouraging our clients to carefully consider the environment with regards to managing defined benefit obligations and protecting funded status, for example, in a low return environment,” says Kendra. Investors need to be watchful to reduce any uncompensated risk and ensure they are being compensated for what they do take on.

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