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2018–19 MacroMonitor First Peek — Why Financial Advice Has Not Taken Off Mini-Presentation February 2019

For two decades (1994–2004) the number of households that always or sometimes secured financial advice before making a major financial-investment decision declined. In 2018, for the first time, advice seeking is increasing, especially for three life stages.

Watch this presentation by Larry Cohen, director of SBI's Consumer Financial Decisions and the MacroMonitor, to learn more about households that use financial advisors.

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