What Advisors Get Wrong About Clients

Planners seem to be overestimating the investment knowledge -- and, perhaps more important, the risk appetite -- of their clients.

Advisors are three times more likely to describe clients as “very knowledgeable” about investing than investors do themselves (42% vs. 12%, respectively), according to a new Accenture survey of 400 financial advisors and 1,000 investors in the United States. …

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