Skip to Content

The Value of Advice: What Investors Think, What Advisors Think, and How Everyone Can Get on the Same Page

Our new research suggests that there's a difference between what investors value from their advisors and what advisors believe investors value, and that disconnect creates problems on both sides of the relationship.

Share This Page

The Value of Advice: What Investors Think, What Advisors Think, and How Everyone Can Get on the Same Page

What’s Inside

  • Investors value maximizing returns as a key part of the value of advice
  • Advisors think investors value personalization and tailoring portfolios to investors’ unique needs
  • Since the interpersonal side of advice can be extremely valuable, more work should be done to communicate that value to investors

Get the Report