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Vanguard 2018 Adviser-Client Survey – an introduction to the findings

09 October 2018 | Practice Management

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Transcript

Professional advice is key to investor success, but what is the secret to creating opportunity in adviser-client relationships? How can the industry adapt to a more complex, more automated world?

In Vanguard's 2018 Adviser-Client Survey we interviewed 300 advisers and 1000 clients to map the current advice landscape. Various themes have emerged, including the growing role of automation, the perception gap between advisers and their clients and the interplay between trust and client satisfaction.

Watch this short animated video for an introduction to some of our findings.

 

The Advantage of Advice

Professional advice is key to investor success. But how are advisers adapting to a complex future? Find out more and register your interest for a 2019 workshop.

Register now

 

Investment Risk Information

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Important Information

This video is directed at professional investors in the UK only, and should not be distributed to or relied upon by retail investors. It is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.

The information in this video does not constitute legal, tax or investment advice. You must not, therefore, rely on the content of this video when making any investment decisions.

Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority.

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