• 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.

Vanguard 365

Offering insights, tools, events, client-facing resources and much more, across the five core areas you told us matter the most to you - and it all counts towards your CPD.