Misalignment Between Advisors and Clients in Financial Services
Misalignment Between Advisors and Clients in Financial Services
Herbers & Co. conducted a recent survey of investors with more than $250,000 in assets alongside advisors to discern if advisors’ services align effectively with clients’ needs. Undoubtedly, the most conspicuous revelation is the evident misalignment between advisors and clients in specific areas. A notable …