Cross, Cautious, and Confused: What Have Consumers Learned?

January 2010
Journal of Financial Planning;Jan2010, Vol. 23 Issue 1, p26
Academic Journal
The article offers information on the study conducted by the Sales Quality Research Group (SQRG) concerning the client's dissatisfaction with their financial advisers in the U.S. Based on the study, client dissatisfaction with advisers is somewhat because advisers are spending more time with clients. It also mentions investors misplaced their trust and are not likely to return to either advisers or active participation.


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