Thursday, March 22, 2007
One Third of Millionaires Still Advisor-Less
There are lots of reasons why competition for high-net-worth clients is heating up and a new survey by Fidelity just found another: Almost a third of the nation’s millionaires have no financial advisor. That’s certainly good news for advisors looking to take on more of the business’s most profitable clientele. In fact, according to the robust survey of 2,500 Americans with more than $1 million in investable assets (excluding real estate), 13% of them are looking to find a trusted advisor within the next year.
One Third of Millionaires Still Advisor-Less
Source: Financial Planning
One Third of Millionaires Still Advisor-Less
Source: Financial Planning
Permalink posted by armandn @ 8:23 AM 
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