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RIAs See Growth Potential in Clients' Savings Accounts: Survey
News May 22, 2024 at 03:32 PM
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What You Need To Know
- Multi-year guaranteed annuities could help advisors attract those assets, Security Benefit and DPL Partners suggest.
- Only 13% of advisors said that their clients are very or extremely concerned about a major equity downturn.
- A majority of advisors said that asking for referrals remains their most important prospecting strategy.
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