PNC research shows business owners seek integrated business-personal financial advice, advisor use lags

Reuters04-01

PNC research shows business owners seek integrated business-personal financial advice, advisor use lags

PNC Private Bank report found 89% of middle-market business owners value integrated advice spanning business and personal finances.
Survey showed 88% see value in a dedicated advisor covering both areas, while 55% currently use one advisor for both.
Succession planning remained a gap, with 31% of owners lacking a plan despite 84% of family business owners viewing a formal plan as essential to continuity.
Research flagged cash flow as top operating pressure at 33%, with technology change close behind at 32%.
Tax planning confidence ran high at 80%, yet 82% still want additional expert guidance.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. The PNC Financial Services Group Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: NE23783) on April 01, 2026, and is solely responsible for the information contained therein.

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