Survey: Few under-40 clients say advice is adequate after life events

06/20/2013 | National Underwriter Life & Health

Many investors younger than 40 said they think they haven't gotten sufficient financial advice in light of life events such as a new job, the birth of a child or a divorce, according to a survey by Cerulli Associates. Financial advisers should improve their advice to such clients because "the multitude of life events taking place during these years is likely to dictate younger investors' interactions with financial providers as they progress through various life stages," according to Roger Stamper of Cerulli.

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