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Article Date: 01/11/2017

Changing Advisors? What We Have Here is a Failure to Communicate


Honesty and trustworthiness and investment track record are the most important criteria Millionaire investors consider when choosing a new financial advisor, Spectrem Group research finds. But when it comes to changing advisors, it mostly comes down to a failure to communicate.
Advisor Relationships and Changing Advice Requirements, a Spectrem Group report, surveyed ... Log in to view full article.

 

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