GROWTH. TRANSFER. LEGACY
High-Net-Worth Clients Looking For More From Advisors
Despite robust portfolio returns, high-net-worth clients are lukewarm on their advisors, a new survey found.
That disconnect should serve as a warning shot to advisors to stay on their toes while seeking to improve service.
Satisfaction with advisors hovered around 60 percent in the first quarter 2018, according to Capgemini’s 2018 World Wealth Report. The 60 percent figure is actually an improvement over recent years.
“Even with a year-over-year increase in satisfaction, this was still below a “passing grade” of 70 percent,” the report stated. Continue reading...