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Spectrum Research
Last discussed May 28, 2026
A research firm that was commonly cited as the source of financial advisor retention statistics, though they deny creating the widely-cited 70% statistic.
Recently discussed in
Challenges In Engaging The Disengaged Spouse Of A Client Couple - Kitces & Carl Ep 191
Michael Kitces · May 28, 2026
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Michael Kitces
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vs: Investigating the source of the 70% widow retention statistic that couldn't b...
"The people who it's commonly attributed to is Spectrum Research. They called the old head of research of Spectrum and he said no that number didn't come from us. I don't know where it came from but it wasn't from us."
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