Financial Advisors Have A Transparency Problem

Reporter: Brian O'Connell



Deadline: Jun 29, 2017 7:00 pm

40% of investors in a new study said they were not provided or did not know about core information about investment performance from their investment advisor, 401(k) plan provider and other financial firms. Need expert outlook on why so many investors believe their investment advisors aren’t being transparent with them, and why? Who’s right here – investors or advisors, and why? How can advisors do a better job of providing full investment transparency with clients? Requirements: Investment advisors, financial advisors, financial clients, investors, regulatory experts, consumer advocates.

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