Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships
First-of-Its-Kind Study Suggests More than Two Million Wealthy Households Do Not Currently Have a Financial Advisor, Finds that More Than Half Would Choose an Advisor Online Zoe Financial, a technology-driven marketplace that empowers customers to make better financial decisions, released the results of its inaugural Zoe Wealth Planning Sentiment Study.......