Investors Confused but Happy…

April 2008
Journal of Financial Planning;Apr2008, Vol. 21 Issue 4, p12
Academic Journal
The article reports on the study conducted by Rand Corporation regarding investors' experience with advisory service firms, brokerages, and dual-service firms. It found that majority of the investors are satisfied and trustful about the services they received from various financial service firms. It revealed that 75 percent of investors working with firms offering both advisory and brokerages are satisfied while 65.9 percent of them with dual-registered firms trust their firm. It added that 76 percent believe their broker provides a valuable service.


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