“The fact that people feel they don’t have access to financial advice points to a real opportunity for financial advisors. Tearing down the barriers to provide that access is the first step in reaching people who say they would welcome the chance to create a plan,” wrote the study’s authors.
eMoney also hinted at more financial wellness initiatives coming later this year, including a financial wellness series starting in April, which is financial literacy month.
eMoney sponsored a survey of a nationally representative sample of 2,000 Americans in December.