I’m the co-CEO of an $800 billion investment firm. Here’s why I need a financial adviser.


An adviser should be your portfolio’s general manager, coach and star player. What does that make you? The team owner.

You May Also Like

Better UK productivity requires longer-term tax breaks, say business leaders

Jeremy Hunt’s ambitions to bolster UK growth and productivity will falter if…

Intuitive Machines’ stock plunge after moon landing is an ‘overreaction’: analyst

Intuitive Machines’ Athena moon landing may have suffered the same fate as…

UK employers race for staff visas ahead of new immigration rules

UK employers are racing to submit visa applications for skilled staff ahead…

Arm’s frenzied stock rally continues as AI chase trumps valuation

Shares of Nvidia Corp. NVDA, +0.16% are up 240% over the past…