✉news BusinessBusiness first seen 3 h ago, last 3 h ago, peak #25
Nearly half of business owners lack integrated financial advice
Original: Business owners want integrated advice – and almost half aren't getting it
A new report highlighted by InvestmentNews finds that most business owners want integrated advice covering their finances and operations together, but almost half are not receiving it. The finding points to a gap between what small business clients expect from advisers and the fragmented service many actually get, prompting discussion in the financial advice industry about how firms should restructure their offerings.
Why now: New research revealing a large gap between business owners' demand for integrated advice and what advisers currently deliver
InvestmentNewsbusiness ownersfinancial advisers
Evidence
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