06.26.24
Americans Want To Meet Their Advisors More Often
by: Steve Randall
According to a study from Allianz Life, nervousness about investing remains strongest among Black/African American (43%) and Asian/Asian American respondents (44%) compared to white (36%) and Hispanic (38%) respondents. Another key finding of the report is that more than half of respondents who work with a financial professional want more frequent meetings with them. While 85% said they have been in contact with their advisor in the last year, 71% of millennials, 65% of Gen Xers and 37% of boomers say they would prefer to meet with their financial professional more often.
Read the full article on InvestmentNews