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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