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  • Why They’re Not Listening
    Why They’re Not Listening This article discusses why middle-market consumers don’t seek much-needed financial advice from professional financial advisors. N/A; 14005 2/1/2011 12:00:00 AM ...

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    • Authors: Dan Iannicola, Jonas Parker
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession
  • Barriers to Financial Advice for Non-Affluent Consumers
    Barriers to Financial Advice for Non-Affluent Consumers Home page for posting this report, which examines why professional financial advice is generally not available to the non-affluent segment ...

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    • Authors: Dan Iannicola, Jonas Parker
    • Date: Sep 2010
  • Barriers to Financial Advice for Non-Affluent Consumers
    Barriers to Financial Advice for Non-Affluent Consumers This report summarizes why it appears that appropriate financial advice is generally not available to the non-affluent segment of the ...

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    • Authors: Dan Iannicola, Jonas Parker
    • Date: Sep 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Topics: Economics>Behavioral economics