Filed Under:Life Insurance, Life Practice Management

Affluent clients are engaging more advisors

The average number of provider relationships tops the average for 2008 through 2012.
The average number of provider relationships tops the average for 2008 through 2012.

High net worth investors are seeking advice from more financial advisors than in years past, according to new research.

Cerulli Associates discloses this finding in a report, “High Net Worth and Ultra High Net Worth Markets 2013: Understanding the Contradictory Demands of Multigenerational Wealth Management.” The sixth annual survey analyses the market size, structure and developments among the high net worth (those with investable assets greater than $5 million) and ultra-high net worth (more than $20 million) markets. The research also examines vehicle use, fees and services provided at family offices, wirehouses and private client groups.

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Nichole Morford

Nichole Morford
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