Snappy Kraken Survey Reveals About Half of HNW Retirees are Considering Hiring a New Financial Advisor
Advisors risk attrition if not consistently communicating with clients during difficult markets Snappy Kraken, the MarTech innovator serving financial services professionals, announced the results of its survey of high-net-worth (HNW) retirees and pre-retirees. The survey, which focused on bear markets and the threat of a recession, found that slightly more than......