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Hispanic clients share concerns about financial security

Nationwide Financial

SEPTEMBER 27, 2022

This is also true of Hispanic adults with more than $100,000 in investable assets, so wealth doesn’t seem to factor much in the decision to delay retirement. However, there is one factor that does seem to make a difference – working with a financial professional (FP). Seeking professional financial guidance.

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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.

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Financial Advisor Source

Hispanic clients share concerns about financial security

Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

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