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Article Date: 03/08/2017

Do Investors Want a One-Stop Shop?


 It is not unusual for affluent investors to have more than one financial advisor.
According to Spectrem research, 37 percent of Millionaire investors with a net worth between $1 million and $5 million use multiple advisors. More than half of Ultra High Net Worth investors with a net worth between $5 million ... Log in to view full article.

 

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