 The best way for the industry as a whole to grow is to attract people who don't currently use advice. This is the group that advisers should target.”Roger Stamper, senior analyst, Cerulli. |
Opportunity knocking as clients continue diversifying financial advice: Cerulli
Carl O'Donnell | InvestmentNews, April 2014
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Summary: The turbulence of the Great Recession has prompted investors to seek financial advice from more than one professional, opening up opportunities for advisers, according to a new report by Cerulli Associates. Nearly 40% of investors express an increased need for financial advice, prompting the typical investor to build relationships with multiple financial advisers, according to the report.
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