Investors Want More Diversified Financial Products and Customized Advice from Their Wealth Managers, Accenture Report Finds
Accenture plc Class A Ordinary Shares (Ireland) (ACN)
Last accenture plc class a ordinary shares (ireland) earnings: 3/19 06:44 am
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Source: Business Wire
79% of surveyed investors expect their advisor to offer banking and insurance products and 59% have inquired about ESG investments, with younger generations the most interested in these areas NEW YORK--(BUSINESS WIRE)--North American investors increasingly expect their financial advisors to provide comprehensive and more-personalized wealth offerings, with products that cut across wealth, insurance and banking and align more with their social values, according to a new report from Accenture (NYSE: ACN).This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20210824005209/en/Investors’ advisor and investment preferences vary greatly by generation (Graphic: Business Wire)The report, titled “The New State of Advice,” is based on a survey of 1,000 investors in the U.S. and Canada who have a financial advisor. The report revealed that while financial advisors have made strides in providing a hybrid advice experience that combines digit
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ACN
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- 3/21/24 - Beat
ACN
Sec Filings
- 5/6/24 - Form 4
- 5/6/24 - Form 4
- 5/6/24 - Form 4
- ACN's page on the SEC website