Corporate executives and business owners need help with more than just their personal wealth management, but most financial advisors aren't approaching them effectively or satisfying the breadth of their needs, according to research by the Aite Group.
The competition among traditional financial advisors providing corporate services -- in particular executive benefits -- to businesses is limited. According to the study, only 5% of surveyed financial advisors offer corporate services as part of their standard offerings, and prospects quickly recognize their value. (Full disclosure: Our firm, NFP Advisor Services Group, commissioned the study which was conducted by independent research firm Aite Group.)
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