Few planners have helped their clients develop plans to address their long-term housing needs, although many advisors contend with this issue in their own lives.
Thats according to a new survey of 506 financial advisors by asset management firm Legg Mason. The study found that just 14% of respondents have aided clients with this issue, although 45% have made housing-related plans for themselves.
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