Filed Under:Life Insurance, Life Planning Strategies

SEI Quick Poll: Most Ultra Wealthy Don't Share Goals With Advisors

Most wealthy individuals believe it is important for their advisors to know all their goals, but only a small percentage say their advisors actually know their financial, business and personal goals.

SEI, Oaks, Pa. (NASDAQ: SEIC), a global provider of investment processing, fund processing, and investment management business outsourcing solutions, published this finding in a summary of results from an industry poll released on Friday. The poll, of nearly 100 individuals representing individuals or families with more than $5 million of investable assets, was carried out by independent research firm Phoenix Capital Research.

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Nichole Morford

Nichole Morford
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