Ultra-wealthy tend to use multiple advisers, survey finds

02/20/2013 | Financial-Planning.com

The wealthiest investors rely on multiple advisers for their financial planning, an SEI survey says. In addition to financial advisers, they look to accountants and lawyers. Michael Farrell of SEI Private Wealth Management says advisers should try to take the lead among clients' advisers, making sense of the pieces of advice from other sources. SEI's survey also found that wealthy investors feel that their current assets are not sufficient.

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