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August 18, 2021 at 10:45 AM
A significant gap exists between what wealthy investors expect from their advisors and wealth management services and what they actually receive, according to recent research from Spectrem Group.
The study is part of Spectrem’s ongoing research into how investors have redefined what wealth management means to them today. The original inquiry found gaps in many areas of wealth management, from tax planning to real estate advice.
Only investment management came close to providing investors what they were looking for, with 95% of wealthy investors expecting the service and 88% receiving it.
Spectrem surveyed 1,168 investors with net worth between $100,000 and $25 million, excluding a primary residence.
Spectrem said it would continue to examine what investors expect from wealth management and how those expectations have evolved over time, and will provide the information to financial professionals through a report, Wealth Management Redefined.
See the gallery for the 14 wealth management services with the biggest gaps between expectations and delivery.
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