Competing With Your ClientUltra-high-net-worth investors are relatively sophisticated; at least, they sure think they are. Spectrem Group recently surveyed more than 100 households with net worth of $25 million or more, and 46 percent agreed with the statement, “I can do a better job of investing than a professional advisor.” That may be, but Spectrem also found that wealthy households generally need at least three key advisors. (See related story on page 18.) Acceptable Use Policy blog comments powered by Disqus |
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