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Rich Investors Fault Input by Advisers
More than 40% of affluent households (defined as having a net worth greater than $500,000) that use a financial planner or adviser say that they have received poor or questionable advice during the previous 3 years, a recent survey found.
More than one-third of the affluent respondents between the ages of 40 and 59 said they may need or will need to postpone retirement. 42% of the respondents say that their investment objective is capital preservation.
Source: Investment News, October 28, 2002
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Sponsored by James J. Eccleston, an attorney representing stockbrokers, financial planners and
investors nationwide in arbitration, litigation and regulatory matters, and a shareholder with the law firm
Shaheen, Novoselsky, Staat, Filipowski & Eccleston
P.C.(www.snsfe-law.com). This Web site contains material
of general interest. It is neither intended to, nor constitutes, either legal advice or investment advice.
Always consult an attorney and/or investment advisor when building and protecting your wealth.
All content Copyright © 2008 Advocate Capital Management, Inc. except where noted. All rights reserved.
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