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. Three themes emerged: the evolving role of automation, the perception gap between advisers and their clients and the interplay between trust and client satisfaction.Register your interest
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One thing to get right to transform your business? It's not trust. It's not satisfaction. It's the interplay between the two. That was the surprise finding of Vanguard's 2018 Adviser-Client Survey.
Three themes emerged in Vanguard’s 2018 Adviser-Client Survey: the evolving role of automation, the perception gap between advisers and their clients and the interplay between trust and client satisfaction.
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.