The Advantage of Advice

Creating opportunity in adviser-client relationships

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.

Our workshops will explore these findings in more depth and help you create opportunity in your client relationships.

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You can read more about our research below or browse our research and commentary section to view more articles.

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