TITLE

Is Client Advocacy the Necessity du Jour?

PUB. DATE
October 2003
SOURCE
Journal of Financial Planning;Oct2003, Vol. 16 Issue 10, p16
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article deals with new research from Forrester, U.S. which reveals that consumers are becoming more mistrustful, insecure and hands-on in their financial lives. Forrester's research shows that almost half of U.S. consumers have dumped their primary financial provider at least once. And 75 percent of investors want to participate in the management of their investments. The Vanguard Group, Fidelity, credit unions and local banks, as well as firms that use advanced technology.
ACCESSION #
11032645

 

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