Advisers worth 'up to 3%' in yearly net returns to clients

Laura Miller
clock

Financial advisers could be worth up to 3% a year in net returns to clients, compared to what they could achieve on their own, according to peer reviewed research conducted by Vanguard Asset Management.

Its whitepaper, Adviser's Alpha: Putting a value on your value, looks into the percentage returns advisers can provide by offering a certain set of services, which it calls the Vanguard Adviser's Alpha framework. The framework, which has run in the US for over ten years, launched in the UK at Vanguard's annual investment conference in London on 27 November. It sets out seven key practices whereby advisers can add value - compared to clients investing without advice - and provides estimated values for each area. The research focuses on relationship-oriented services such as providin...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Darius McDermott: Old demographics, new innovations — so why isn't healthcare booming?

Darius McDermott: Old demographics, new innovations — so why isn't healthcare booming?

'The sector should be flying — but it isn't'

Darius McDermott
clock 08 May 2025 • 5 min read
Why China's journey to net zero demands investors' attention

Why China's journey to net zero demands investors' attention

China's journey towards net zero could yet prove more rapid than expected

Gabriel Sacks
clock 07 May 2025 • 4 min read
Morningstar CEO: Advisers and industry need 'shared language' around risk

Morningstar CEO: Advisers and industry need 'shared language' around risk

Kapoor points to UK regulation becoming more ‘goals focused’

Sahar Nazir
clock 07 May 2025 • 2 min read