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Advisor Survey: Even the Affluent Lack Financial Awareness
- by: Hank Berkowitz
- February 11, 2021
No CommentsMost 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