BrokerHunter Weekly Update 8/3/2021
August 3rd, 2021
Investors Prefer Advisors Similar to Them: Survey
by Michael S. Fischer
What You Need to Know
- Financial advisory firms must address the disconnect between what the industry looks like and changing demographics, a survey found.
- The survey found a growing number of investors want an advisor of the same age, race or gender.
- Only 39% of solo advisors said diversity efforts should be prioritized, vs. 59% who are part of a team of 3 or more.
Consumers are making it increasingly clear that they want a financial advisor whose racial, gender and age profile is the same as their own, according to a new survey from Northern Trust Asset Management’s FlexShares Exchange Traded Funds.
Click here to read the full article!
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