Email This Article

Advisors Underestimate Clients’ Direct Account Ownership

Margarida Correia

Advisors naively believe that only 17% of their clients hold a direct account when in fact 74% do, according to a new report from Boston-based research firm Cerulli Associates.

Login for Registered Users:

Log in below to email an article:

The October Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Already a subscriber? Log in here