Comment & Analysis
FinTech
More Than Four in Ten Advised Clients Say Investment Explanations Put Products Before Their Goals
More than 4 in 10 (41.8%) of advised clients say the investment explanations they receive in communications focus more on investment products and less on them and their goals, rising to more than half (54.9%) among those under 50. Clients want ‘enough’, not ‘more’: The vast majority of clients (96.4%)…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: SEI