HB Publishing and Marketing Company LLC

Where words and numbers meet

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    • Company Overview
    • How We Do It
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HB Publishing and Marketing Company LLC
  • About
    • Company Overview
    • How We Do It
    • Clients
    • Philosophy
    • Our team
  • Services
    • Content Development
    • Media Outreach
    • Custom Research
  • Results
    • Case Studies
    • Testimonials
  • Blog
  • Resources
    • Polls
  • contact
50 Washington Street
9th Floor
Norwalk, CT 06854
  • Advisor Survey: Even the Affluent Lack Financial Awareness

    • by: Hank Berkowitz
    • February 11, 2021
    No Comments

    Most advisors we talked to are optimistic about their growth prospects in 2021. But they don’t seem as confident about their clients’ financial acumen. Early results of our 5th annual CPA/Wealth Advisor Confidence Survey™  showed more than half of advisors (55%) believe America’s financial literacy has NOT improved over the past year. More than half

    read more
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50 Washington Street
9th Floor
Norwalk, CT 06854
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