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Investments and Lifestyles of the Rich - Millionaire Corner

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Mar 11th
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Item Title
Myth vs Reality Women and advisors
The most important factors when in choosing an advisor
Advisors Strongly Influence Rollover Behavior
Need for Specialists Grows with Wealth
Telephone Tops Communication Options
Loss of Trust Prompts Provider Switching
Advice Most Sought by Very Rich
Need for Specialists Increases with Wealth
Telephone Contact Preferred
Combined Statement Tops Services
High Quality Advice Expected
Clients Seek More Contact in Uncertain Times
Few Willing to Change Firms for Convenience
Financial Planners Get Vote of Confidence
No Gender Difference Among Advisor-Assisted
More Choices Sought from Advisors
Investors Seek Responsive Advisors
Brokers Favored as Primary Advisor
Advisor Selection Criteria Differ by Age
Primary Advisors Used for Managed Accounts
Advisors Strongly Influence Rollover Behavior
Advisor Communications Found Lacking
Young Investors Not Choosing Parents' Advisors
Young Expect More of Advisors
Investors Divided Over Advisor Loyalty
Advisors Mistakes Not Easily Forgiven
Why Do You Change Advisors
Advisor Dependence Declines
Myth vs Reality Advisor Track Record Most Important
Myth vs Reality Does bigger equal better for investors
You're not likely to change advisors but if you are, ask someone you trust.
Affluent Women Unimpressed By Advisor Tools
Advisor Dependence Declines
Focus Group Finding: Affluent Women Satisfied with Advisors
Women Pick Advisors Based on Referrals
 
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