Tax Facts

Affluent ‘Advice Seekers’ Want One Advisor but Seek Better Options: Cerulli

by Michael S. Fischer

October 16, 2024

Eighty-two percent of "Advice Seekers" with at least $100,000 in investable assets may prefer a single financial provider but are actively monitoring the landscape for better solutions, according to research released Wednesday by Cerulli Associates.

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