Wealthy clients are losing faith in their advisers, survey finds

10/14/2012 | AdvisorOne · Financial-Planning.com

The mass affluent, millionaires and the super rich are losing confidence in their advisers, according to a survey by Spectrem Group. More than one-quarter of clients across all three segments feel they can invest better than their advisers. Other sources of dissatisfaction include poor understanding of clients' life needs, a lack of face-to-face meetings and low-quality financial plans and newsletters.

View Full Article in:

AdvisorOne · Financial-Planning.com

Published in Brief: