Many of us wish we had a crystal ball we could use to provide us with the answers to many of life's questions. In many respects, our members feel the same way.
Whether they have placed money into a certificate of deposit or into an investment product with the assistance of a financial adviser, they want to know what is going to happen to their hard-earned money. Moreover, getting a monthly statement only goes so far in keeping them informed and up to date about their funds.
The old adage goes in the absence of data, people assume the worst. So, what are you doing to make sure your members have the data? This is especially true given the uncertain economic times we find ourselves in regarding investments.
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