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Women More Skeptical of One-Stop Financial Shopping Print E-mail
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Despite the appeal of one-stop shopping, a significant percentage of affluent individuals do not believe any firm ever can acquire the expertise necessary to meet all of their financial needs.

 

Fully 43% of the affluent do not think financial services firms are capable of providing that convenience now or in the future.

Even more skeptical of those firms’ ability to provide one-stop shopping for financial services are individuals who do not have a financial advisor (61%), women (49%), individuals who work with at least two financial firms (48%) and individuals who work with a financial planner (45%).

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