Americans are interested in holistic financial advice and competent advisers with a financial planning certification, according to a survey.
Nearly all Americans expect a financial adviser to take into account their entire financial situation, with more than two-thirds wanting advisers to provide comprehensive financial planning services, according to a survey released today by Certified Financial Planner Board of Standards, Inc. (CFP Board).
A vast majority of those surveyed (91%) said they want their adviser to take into account their total financial situation. More than two-thirds of survey respondents (70%) also said they would prefer working with an adviser who provides across-the-board financial planning services, compared with 30% who said they would choose someone who specializes only in one area such as retirement. Read More >
August 20, 2013