• Communicating the true value of financial advice to existing and potential clients is not easy. 
  • Calculations of value are often anchored in investment performance and fail to recognise the value of financial planning interventions outside of portfolio construction. 
  • Vanguard has expanded its research on quantifying the value of advice to include four key sources of advice value – financial, portfolio, emotional and time savings. 
  • Understanding how these sources of value apply to different clients – and therefore understanding the value of personalised advice – can help advisers to retain and attract more clients.

The value of personalised advice

Because the value of advice differs from client to client, this latest study explores how financial advice providers can calculate a personalised value of advice based on an individual's unique needs and circumstances.

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