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RAB Research Archive

Study: A quarter of wealthy investors don't have an advisor



About a quarter of wealthy individuals don’t work with a wealth advisor, and the reasons why involve their preconceptions about the quality or value of the relationship, according to a new survey by CFA Institute and Scorpio Partnership. The study, which surveyed wealthy individuals and advisors, found that advisors have a narrow view on how clients see value, and are underestimating the extent to which they will need to broaden their services.

Source: WealthManagement.com



View or Download: http://www.wealthmanagement.com/industry/quarter-wealthy-investors-don-t-have-advisor-study-says

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