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January 18, 2022

Richard S. Brown Shares Benefits of Frequent Portfolio Reviews with Barron’s

Kim Brown, President

Barron’s Advisor wrapped up 2021 by sharing “some of the most interesting things our subjects have had to say in recent months,” including a conversation with JNBA Chairman and CEO Richard S. Brown.

In “Best Advisor Interviews: 10 Answers to Get You Thinking,” writer Steve Garmhausen asked Richard to explain JNBA’s “stepped-up rebalancing” approach of reviewing client accounts every 10 business days, at minimum, which Barron’s calls “quite different from the norm of once or twice a year.”

You can check out this year’s wrap-up, full of valuable insights from top advisors from across the country, here. Note that a subscription to Barron’s Advisor may be required to read the full article.

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