Infographic Template Galleries

Created with Fabric.js 1.4.5 Partners In order to easily differentiate between ranks and to keep anelement of uniformity across various reports the followingcolours should be used for the fee earner ranks. About the same 30s-40s 40s-50s 60s and older 18% 6% 40% 36% $ Which age group is most financially literate? WEALTHIER CLIENTS ARE MORE FINANCIALLY SAVVY59.1% of advisors said that wealthier clients are the most financially literate, but more than a third said that wealth doesn't predetermine money skills. Biggest client mistakes... Waiting toolong to start saving Sell Low,Buy High Underestimate Longevity Risk Failureto have a will Lack of Life Insurance Low High Average Financial advisors say that even the clients that hire them are only of average financial acumen. More than 60% rated their clients financial knowlege as mid-level. MOST CLIENTS HAVE AVERAGE FINANCIAL LITERACY The AdviceIQ financial literacy survey was conducted online in March 2013 using AIQ's database of U.S.Financial Advisors to randomly poll thousands of advisors. Three hundred fifty advisors participated with representative client bases of both high-net worth and middle-income investors. This is the first annual survey of financial literacy released by AdviceIQ, a groundbreaking online directory of trusted financial advisors and publisher of syndicated personal finance content and advisor rankings. UK Commercial Accounting House Style Senior Mid-level Junior Trainee Consultant The theme is based around the cyan Bird & Bird logo which tends to go well with other colours whilst still in-keeping with our company house style.
Create Your Free Infographic!