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Ultra-Wealthy Wary of Trusting a Single Advisor
Donald Jay Korn
The good news: ultra-wealthy individuals tend to put their trust in wealth managers. The bad news: most, still cautious after the Financial Crisis, tend to prefer using multiple advisors.
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- Yes, to Another Wirehouse or Regional Firm.
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14%
- Yes, Considering Independence.
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14%
- No.
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71%





















