Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing and focusing on trendlines over headlines.
Scott S. Sumner, Vice President and Head of Custody at Fiduciary Trust Company, explains why custody deserves strategic consideration from advisors serving high-net-worth clients. From trust accounting capabilities to same-day wire escalations, Fiduciary Trust has built its operations around one principle: custody should never drag down the advisor-client relationship. Learn how keeping operations in-house and maintaining direct advisor access changes the custodial experience.
