Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Industry Spotlight > Women in Wealth

Are your clients cutting you loose?

X
Your article was successfully shared with the contacts you provided.
  • 73% — Percentage of high-net-worth investors who say they are getting advice from a professional advisor, compared with 67 percent last year.
  • One-third — Percentage of investors who don’t have a primary financial advisor, down from 41 percent in 2008.
  • 13% — Percentage of investors who expect to look for a new advisor in the next 12 months, up from 8 percent in 2008.
  • 25% — Percentage of investors who say they initiated contact with their advisor, compared with 27 percent who were contacted by their advisor.
  • 51% — Percentage of investors who either have had no contact with their advisor or don’t have an advisor.
  • 33% — Approximate percentage of high-net-worth investors who say their advisor doesn’t offer the products or services they need.

Source: Phoenix Wealth Survey


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.