Most advisors can tell you that clients dont always share all their personal financial information. No surprise there. The real questions are how many and why?
A recent report from Securian Financial Group can shed some light on the first one. It surveyed 720 consumers who use financial advisors and found that almost three in 10 (29%) have not been completely honest regarding things that could affect their finances. The results are published in a report entitled Client secrets: What people dont tell their financial advisors.
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