Few advisers have full access to client investment info, but continue to advise anyway
78% of advisers lack access to clients' full financial pictures but continue to advise anyway
Most advisers don't have a bird'-eye view of a client's total investment portfolio, but that doesn't stop them from advising on assets that aren't under their purview.
That's among the findings from a recent study by Fiserv Inc., which polled 603 financial advisers and found that 78% of them lack a
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