In a recent survey, affluent retirees identified several benefits of working with a financial advisor.
70% say they gain “an improved knowledge of investing.”
70% say investment advisors provide them with a “wider range of investment opportunities.”
60% say they value the “peace of mind” that results from working with an advisor.
60% say they benefit from improved investment returns.
Results from the latest monthly survey of Spectrem Group’s Millionaire Corner.
Spectrem Group is a consulting and research firm specializing in the wealth management and retirement markets.