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.Register your interest
Find out more
You can read more about our research below or browse our research and commentary section to view more articles.
Vanguard's 2018 Adviser-Client Survey set out to map the current advice landscape. Here’s a snapshot of some of the findings.
Market movements can make it hard for clients to stay the course. Advisers have the ability to help clients over an emotional reaction to the market.
This event is open to professional investors only.
Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority
© 2018 Vanguard Asset Management, Limited. All rights reserved.