“In their quest to diversify products and advice sources, investors have made it difficult for themselves to plan appropriately, utilize their household portfolio, and achieve intended results,” the report stated. “The organized state of client accounts creates opportunity for advisors to improve outcomes and consolidate accounts—particularly when investor benefits can be quantified.”
Clients Confused By Multiple Advisors, Report Says
July 17, 2019
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So who got the client in five or six accounts with two or three advisors? The client! The client has to do something about this. You can lead the horse to the water but you can't make him drink it.