Survey: Clients want their financial advice to be holistic

02/25/2012 | Financial Advisor online

Financial advisers should offer more comprehensive services if they want to attract and keep clients, according to a survey. That includes giving clients a holistic look at their assets such as 401(k)s and trusts. The survey also found that nearly half of clients found their adviser through a referral.

View Full Article in:

Financial Advisor online

Published in Brief: