While most independent financial advisers value product expertise, investment research and marketing support from product providers, including insurers, they don’t have time to use these services, according to a recent survey from Curian Capital LLC.
Curian conducted the survey of 1,300 independent financial advisers to gauge how market volatility and the economic climate have impacted their perceptions in four main areas: economic outlook, product selection and investment strategies, business development, and platforms and providers.
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