一份新报告发现,几乎所有金融顾问都向客户道歉,因为投资平台提供的服务很差。 Nearly all financial advisers have apologized to clients for poor service from investment platforms, a new report finds.

根据一份新的Parmenion报告,几乎所有金融顾问(95%)都向客户道歉,因为投资平台提供的服务差。 Nearly all financial advisers (95%) have apologized to clients for poor service from investment platforms, according to a new Parmenion report. 该研究采访了172名顾问,发现90%的人在资产转移方面有负面经历,45%的人在2024年由于服务差而更换了平台。 The study, which interviewed 172 advisers, found that 90% had negative experiences with asset transfers, and 45% had switched platforms in 2024 due to poor service. 该报告强调平台提供者需要改进其服务和流程。 The report highlights the need for platform providers to improve their services and processes.