Morally Competent Financial Advisors Deliver Superior Portfolio Performance

May 17, 2007

MINNEAPOLIS - In a breakthrough study that may define a new era in the financial services industry, researchers found that advisors who demonstrated high levels of moral and emotional competency outperformed the S&P 500 by 73% over four full years from 2001-2004. Top advisors delivered an average return on investment of 24.7% during the timeframe, nearly doubling the S&P 500 at 14.3%.

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