A quarter of households aged 50-59 are "advice opportunity" households, a new study by Cerulli Associates shows.
"We define 'advice opportunity' households as those that indicated a need for more financial and investment advice, as well as a willingness to pay for advice services," Roger Stamper, senior analyst at Cerulli, explains. "As a group, investors aged 50-59 (23%) are the most likely to indicate they need more financial advice and that they are willing to pay for these services."
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access