Thursday, September 28, 2006
Rules of Retirement
The recent Wealth Survey from The Phoenix Cos. shows that while more than 80% of retirees are mostly satisfied with their financial advisors, one in 10 respondents plan to look for new ones. Within that group, 41% of retirees cited poor investment returns as a reason for the change, while 35% said their advisors were not proactive. Approximately 32% of dissatisfied respondents claimed that their advisors' inability to maintain contact with them was the impetus for a new search.
Rules of Retirement
Source: On Wall Street
Rules of Retirement
Source: On Wall Street
Permalink posted by armandn @ 10:57 AM 
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