Survey: Advisers overestimate clients' knowledge, risk appetite

04/1/2013 | Financial-Planning.com

Financial advisers often assume clients are more knowledgeable about investment than clients think themselves to be, according to a survey by Accenture. Advisers describe 42% of clients as "very knowledgeable" about investment, but 12% of clients feel that way about their ability, the survey found. Advisers also see clients as more "aggressive" investors than clients see themselves.

View Full Article in:

Financial-Planning.com

Published in Briefs: