Facebook and Twitter may have the market cornered when it comes to immediate, mass-audience polling and recommendations, but when it comes time to select the person who will be responsible for a person's financial livelihood, investors still want to a referral from a trusted relative or friend.
That's the upshot of a new survey commissioned by First Command Financial Services which queried almost 1,000 investors between 25 and 70 years of age to find out who they turn to when they're looking to sign on with a firm or an advisor to shepherd their long- and short-term investments.
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