Click here to contact us
Home About Us Contact Us Register Free Opinion Articles Webinars Survey Arbitration   Report It Here


FC Investor
World Wide Web

Back to Investment Alerts


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




Sponsored by James J. Eccleston. 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 adviser when building and protecting your wealth.

All content Copyright © 2010 Advocate Compliance Partners, Inc. except where noted. All rights reserved.

One North Franklin Street, Suite 2620, Chicago, IL 60606
Telephone 312-332-0000   |   Fax 312-332-0003