Armchair Critic: On value, regulation and disclosure

What advisers think

clock • 4 min read

Our Armchair Critic Brendan Llewellyn recently canvassed the thoughts of 250-odd advisers and tapped into some instructive thinking on what clients value, regulatory 'support' and how much disclosure is too much

So what do clients value from their adviser? Estimations as to the value of advice have tended to look at outcomes for advised versus non-advised investors. These studies are fraught with ambiguities - or, to put it another way, full of holes. Are the cohorts of advised and non-advised clients comparable or are the advised clients more likely, for example, to appreciate the need for a plan. This research from Adviser Home, which canvassed the views of 254 advisers, suggests advisers believe their clients place most value on the softer side of their service - the empathy and understanding...

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 Your profession

Donald Trump wins US presidential election

Donald Trump wins US presidential election

47th US president

Sorin-Andrei Dojan
clock 06 November 2024 • 2 min read
Celebrating female talent in finance: Tips for success in the Women in Financial Advice Awards

Celebrating female talent in finance: Tips for success in the Women in Financial Advice Awards

'The outstanding entries for WIFA 2024 made judging a challenging task'

Gillian Hepburn
clock 06 November 2024 • 3 min read
Estate planning confusion causing elders to reconsider advice

Estate planning confusion causing elders to reconsider advice

'The Autumn Budget has caused confusion'

Sahar Nazir
clock 06 November 2024 • 2 min read