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Assessing the value of advice

26 November 2019 | Practice Management

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assessing the value of advice

How should the value of financial advisory services to investors be measured? In this paper, Vanguard's Center for Investor Research introduces a framework based on portfolio, financial, and emotional outcomes to demonstrate the importance of defining value in the broadest sense. The paper uses data-driven metrics to illustrate the framework and highlight the breadth of what constitutes value in an advisory relationship.

 Assessing the value of advice

 

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