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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
October 19, 2005 at 08:00 PM
Advisors Used by HNW Business Owners
| Receive Advice From… |
Primary Advisor Is… |
|
| Accountant |
50% |
15% |
| Lawyer |
39% |
5% |
| Full-Service Broker |
24% |
11% |
| Financial Planner who also sells product |
20% |
12% |
| Banker/Trust Officer |
18% |
5% |
| Financial Planner – - Fee Only |
17% |
11% |
| Insurance Agent |
17% |
1% |
| Investment Banker |
13% |
3% |
| Online Service |
11% |
3% |
Source: 2005 Phoenix Wealth Survey
TABLE 2
Presence of Advisor for Life Insurance
| Of Those with a Primary Advisor |
Of those without a Primary Advisor |
| Yes, same as primary advisor 22% |
Yes 19% |
| Yes, different from primary advisor 38% |
No 81% |
| No 40% |
|
Source: 2005 Phoenix Wealth Survey
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