
Surprising Due Diligence Gap Uncovered: Most High-Net-Worth Investors Hire First Advisor They Speak With, According to New Dynasty Connect Survey
Survey Also Reveals That Over Half of Respondents Ages 35-44 with $500,000 + in Investable Assets Cited a Specific Life Event as a Trigger to Seek Professional Advice.ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Dynasty Financial Partners today announced th…