HB Publishing and Marketing Company LLC

Where words and numbers meet

  • 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
203-852-9200
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
203-852-9200
50 Washington Street
7th 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

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  • Advisors Remain Cautiously Optimistic for 2021

    • by: Hank Berkowitz
    • February 3, 2021
    No Comments

    Reasons for optimism may surprise you   Preliminary results of our 5th annual CPA/Wealth Advisor Confidence Survey™  show the vast majority of U.S. financial advisory firms (92%) expect to grow in 2021. In fact, nearly two in five (39%) are expecting to grow by double digits or more this year—comparable to pre-COVID levels. While more

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50 Washington Street
7th Floor
Norwalk, CT 06854
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