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The Rise of the Sophisticated Client: 5 Reasons 57% of Americans Want Professional Financial Guidance
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The Rise of the Sophisticated Client: 5 Reasons 57% of Americans Want Professional Financial Guidance

  • December 29, 2025
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The Rise of the Sophisticated Client: 5 Reasons 57% of Americans Want Professional Financial Guidance
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Advertising Disclosure: When you buy something by clicking links within this article, we may earn a small commission, but it never affects the products or services we recommend. According to the latest Charles Schwab Modern Wealth Survey, 57% of Americans now believe modern investment portfolios are so sophisticated they require professional guidance to manage effectively.

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