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Article Date: 06/15/2016

Client Profile by Advisor Type


There are specific characteristics of affluent investors that determine the financial advisor they prefer to use.
Spectrem’s newest perspective Investor Profiles and Their Preferred Advisor examines the advisor choices of investors and found trends based on the type of investor that prefers a certain type of advisor.
The investors surveyed have a net ... Log in to view full article.

 

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