Tag Archives | advisers

Why Investors Dump Their Advisers

According to a survey of millionaires, the No. 1 reason rich clients fire advisers is because of poor phone management. Yes, poor phone management. Specifically, it seems that the wealthy get their knickers in a terrible twist when an adviser doesn’t return a phone call in a timely manner. In fact, 72% of millionaires who […]

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Investors Fear Their Advisers

A new poll shows that nearly 60% of 4,000 investors who responded to a recent poll said getting scammed is their top fear when dealing with investment advisers. (Why investors fear their advisers – Investment News, 11/11/2010) Is it any wonder? Daniel Sparks, the former head of Goldman’s mortgage department, freely admitted in Senate testimony […]

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