Investor Satisfaction with Full-Service Financial Advisors Crumbles as Markets Fall
The Exceptional Advisor Podcast - Un pódcast de Investments & Wealth Institute
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Tom Rieman, head of wealth solutions at J.D. Power, discusses the key findings from the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study. Two spoilers: Just a small fraction of advisors are currently offering comprehensive advice and just more than half of full-service wealth clients have financial plans.
