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Finmasters.com

  • Consumer Perceptions of Financial Advisors: Americans Have Divergent Definitions, Varying Opinions of Financial Professionals
  • A survey of over 600 American households with annual incomes over $100,000 revealed strikingly disparate attitudes toward financial advisors. There’s little consensus on the role, the definition, and the value that financial advisors deliver. The survey responses reveal areas where financial advisory groups need to clarify their roles and their value propositions.
  • A new survey commissioned by Finmasters indicates that consumers are confused about what financial advisors do, what value they deliver, and whether t ...
  • December 21, 2021