Threats to Advisor Relationships with Plan Participants-2013
What factors affect the way they utilize the expertise and planning skill of financial advisors? Who are they most likely to turn to for advice? Are the advisors they use associated with their retirement plan, or do they use an outside advisor? If so, what type of advisors do they use? What reasons were involved in making these decisions? What services have they received from an advisor? What do they need? Financial planning? Long term care?