Why investors don’t work with financial advisers
Reasons for having a financial adviser
Why do you have a financial adviser?
Investment management: 60%
Help with financial goals: 38%
General financial advice: 36%
Comprehensive financial planning: 30%
Retirement planning: 28%
Tax planning: 26%
Long-term care planning: 19%
Estate planning: 18%
Help with a windfall or inheritance: 6%