Feb 5
The Biggest Roadblock Keeping Wealthy Investors From Hiring an Advisor - ThinkAdvisor
By Michael S. Fischer
The boom in direct retail accounts at brokerages during the pandemic tapered off by 2022 as new investors began to seek more hands-off ways to steward their assets. According to a study released Monday by Cerulli Associates, this resulted in investors becoming more reliant on financial advisors who could navigate volatile markets.
