Two-thirds of affluent households indicate they work with professional financial advisors; however, these relationships have undergone a fundamental change in the past few years. A new report from Spectrem Group reveals individuals are no longer delegating authority to primary advisors, but are retaining greater control over their financial decision-making.
Attracting High Net Worth Clients: The Changing Client-Advisor Relationship, one of several perspective reports recently produced by Spectrem, states that investors are looking for clear, actionable advice from their advisors, rather than simply access to financial markets.
The growth in easy-to-use Internet financial …
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