The survey also found missed opportunities for financial advisors. Nearly a third of those surveyed with a net worth of at least $1 million and close to retirement age say they have not consulted a professional for their retirement needs, in many cases because they believed they could do a better job themselves.

"Despite a booming stock market and the financial crisis now more of a distant memory, what we hear from most consumers is they are simply not being effectively engaged by financial institutions and their representatives, including a significant segment of those with substantial assets to invest," said Dan Rosshirt, a principal with Deloitte Consulting LLP. "Financial services firms should take the initiative in a bigger and bolder way, reestablishing their credibility as a provider of solutions rather than primarily product sellers."

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