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    • Advice adds value across the board. Regardless of the method of delivery, investors believe advice provides higher incremental portfolio value than going it alone. The perceived value-add to annual performance was 5% for human advice and 3% for digital-only advice. 
    • The loyalty to human advisers is enduring. While more than 90% of human-advised clients say they would not consider switching to digital, 88% of robo-advised clients would consider switching to a human adviser in the future. 
    • Clients prefer emotional support from human advisers. Investors using human advisers estimate being $160,000 closer to achieving their financial goals. Three times as many investors report having strong peace of mind when working with a human adviser as compared to going it alone. 
    • Digital advice also serves a role. Investors prefer digital advice for certain portfoliomanagement services such as diversification and tax optimisation. 
    • The preference for advice delivery type is not dictated by client age or wealth. Across the board, clients suggest that human advisers should consider automating their portfolio management services, leveraging technology to scale their business while strengthening their uniquely human value. 

    The value of human and robo advice

    Our research focuses on how investors value the advice they receive from human and robo-advisers, and what this means for advisers who want to fine-tune their proposition and optimise their value-add for existing and potential clients.

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