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Lost Without an Advisor: How to Attract Advisor-less Investors

Many investors across the U.S. are managing their own assets because they lack knowledge about how to work with an advisor. These “lost investors” are a hidden opportunity for the financial services industry, if advisors and providers could overcome some of the concerns and confusion of these investors. Are they afraid of the fees charged by an advisor? Why do they believe they lack the assets to work with an advisor? Are they concerned about the security of their information? Embarrassed by their lack of knowledge? Available Q2, 2014.

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