Are you getting value from your adviser?
Many clients understand what they should do, but fail to take action; advisers and their firms deliver value when they help clients act on advice
IN the past three years, many studies on the value of advice have emerged.
Fund managers like Russell Investments and Vanguard, as well as professional associations like CFA Institute and Financial Planning Association (FPA) in the United States have all come up with their research on the value of financial advice.
In my firm, we’ve had many intense debates on this topic as well. We wondered what Singapore-based clients think. This led us to start a year-long project in 2022, including surveys and focus group discussions to find out from our clients what is and should be the value of wealth advice to them.
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