trendspotting
Few Wealthy Clients Loyal to Their Advisers
Less than 12% of affluent investors responding are loyal to their advisers, according to a survey from Janus Labs, in partnership with private wealth industry expert Russ Alan Prince.
Reported by Rebecca Moore
To access this premium content, please sign up for a free account!
You Might Also Like:
Wealth Management Sector and M&A Robust in 2024
Echelon Partners reports 90 transactions in Q1, while a separate report from data firm Technavio forecasts the global wealth market...
Partnering On In-Plan Advice
Recordkeeper Empower and two large RIA advisories discussed why they’re partnering on adviser-managed accounts geared toward plan participants of all asset levels.
Former Fidelity Private Wealth Head Joins Empower’s Wealth Division
Roger Hobby was hired by Empower to a senior role in its recently rebranded consumer wealth division; he is the...