Filed Under:Life Insurance, Life Planning Strategies

Cerulli: Investors under age 40 lack financial advice

Fewer than one in five investors under age 40 believe they received adequate financial advice following a recent life event.
Fewer than one in five investors under age 40 believe they received adequate financial advice following a recent life event.

Fewer than one in five investors under age 40 believe they received adequate financial advice following a recent life event, according to a new report.

Cerulli Associates, Boston, published this finding in the second quarter 2013 report of the “The Cerulli Edge: Retirement Edition.” The report examines the characteristics of investors under age 40.

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Nichole Morford

Nichole Morford
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