Insights

Our latest research on the value of advice offers constructive insights for advisers keen to strengthen and grow their business, based on feedback from advised investors.

Vanguard research has found that providing discipline and guidance to clients through behavioural coaching can be a significant source of value in the advice process. And now neuroeconomics offers new insights that advisers can use to help clients.

Vanguard’s latest research on the perceived value of advice, depending on how it is delivered, can help advisers position their services to build and strengthen their businesses.

The rise of robo-advice might seem like a threat to traditional advisers, however Vanguard’s research suggests human-advised clients are far more loyal to a trusted adviser compared to robo-advised investors, who are more likely to switch to a human adviser.

As we go into 2022, and clients articulate their ESG preferences alongside their investment goals, Neil Cowell, Head of UK Business Development, Vanguard, anticipates a much bigger focus on the planning element of the advice process.

Maria Colangelo, Vanguard senior credit analyst and co-head of the global industrials team, and Kunal Mehta, head of fixed income specialist team, Vanguard Europe, examine the risks facing corporate credit investors and where the future opportunities may emerge.