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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You can read more about our research below or browse our research and commentary section to view more articles.
Clients typically appreciate the value of financial advice, but they don't always 'feel' the delivery.
Younger investors are drawn to automated services, but they value the human side of advice and investment education
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.