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Favoring human advice over online systems

Even modest investors want concierge service when it comes to planting their hard-earned financial seeds.

By Dan Cook | Updated on August 15, 2014

Even modest investors want concierge service when it comes to planting their hard-earned financial seeds.

A survey by Gallup of folks with $10,000 or more in investments reveals that 44 percent choose a dedicated financial advisor to handle their affairs. Just one in five use a financial services website to manage most of their investment decision-making.

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Dan Cook

Dan Cook

Dan Cook is a journalist and communications consultant based in Portland, OR. During his journalism career he has been a reporter and editor for a variety of media companies, including American Lawyer Media, BusinessWeek, Newhouse Newspapers, Knight-Ridder, Time Inc., and Reuters. He specializes in health care and insurance related coverage for BenefitsPRO.

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