Report: 29% of clients withhold financial information from advisers

08/22/2013 |

A Securian Financial Group survey found that 29% of respondents said they hold back some financial information from their advisers. Among those respondents, more than half described the information withheld as too personal, 45% said it was irrelevant and 20% said it was too embarrassing. Advisers say that establishing trust and making clients feel comfortable can get them to be more honest.

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