The Value of Advice

Advisers can provide value to clients in many ways, from goal setting to tax planning to behavioural coaching. But how do clients perceive the value of these services? This Morningstar guide examines investor perspectives on the value of working with a financial adviser... and how that compares with what advisers think that their clients value.


In this report, you will learn:
  • Which aspects of advice are underappreciated by investors
  • How important your technical expertise is to investors
  • Whether advisers still retain a "returns first" mindset
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