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.


Our analysis found that:
  • 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
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