Advisors need to talk to their clients about Social Security or risk losing them, according to a consumer survey Nationwide Financial Retirement Institute released today.
Most respondents nearing retirement expect their financial advisor to help them maximize their Social Security benefits, with four in five saying they would switch to another advisor if their current advisor failed to do so, the survey found.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access