Mass affluent investors, the bread and butter client for BIC readers, continue to be a finicky bunch. Just when you may think theyd seek the advice of a financial professional, many are rather staying away in droves. Thats the conclusions of a report from the Deloitte Center for Financial Services.
The report, The Out of Sync Advisor says that one-third of mass affluent investors do not work with a financial advisor. Moreover, 42% of those individuals had worked with advisors in the past.
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