Affluent Americans’ Financial Goals Are Changing: BofA

April 12, 2021 by Alex Padalka

Financial advisors working with affluent Americans today are dealing with a different set of priorities than they were two decades ago, but an advisor’s expertise is still highly prized, according to a survey.

Affluent investors turned more to financial advisors than to anyone else to learn about markets and manage their investments during the pandemic: 45% of survey respondents tapped their advisors.

Click HERE to read the full story via Financial Advisor IQ. 

Originally Posted at Financial Advisor IQ on April 7, 2021 by Alex Padalka.