report by BlackRock
Results for ""
Advisor Value & Fees
The Value of a Financial Professional
This piece is approved to use with clients.
There have been many studies conducted about the benefits and costs of professional financial advice. Most of the research has focused on portfolio performance and return generation. But are investors who receive professional guidance also more likely to feel confident about making important financial decisions than those who go it alone?
Advisor Value & Fees
4 Ways to Enhance Your Practice with Behavioral Finance
This piece is approved to use with clients.
Most of the content published on this topic explains what behavioral finance is, its significance, and the definitions of various biases that plague investors. Here are four actionable steps advisors can take right now to implement behavioral finance concepts.
Advisor Value & Fees
The power of designations
CFP, CPA, CLU, ChFC, RICP. You likely know what these designations are, but do your clients? And how important are these designations when prospective clients choose a financial advisor? Mike McGlothlin from the Society of Financial Service Professionals joins the podcast to discuss how designations act as a reinvestment in yourself and can provide outward credibility for your practice.
Advisor Value & Fees
What am I paying you for: The evolving pricing models of advice
Change is on the horizon when it comes to fee structures, and this has many advisors and advisory firms at a crossroads. Today’s episode is all about how advisors should think about the topics of charging fees to clients – commissions, retainers, and all other sorts of models.
Advisor Value & Fees
Is a financial advisor worth the cost?
This piece is approved to use with clients.
My grandfather came over to the U.S. from Ireland in the early 1900s. As a kid, I always remember him telling me, Nothing in this world is for free and if someone tells you otherwise, walk the other way. I was reminded of this when I recently saw online ads for free financial planning and free no cost ETFs.
Advisor Value & Fees
Traits of great financial advisors
This piece is approved to use with clients.
You probably know by now that you’re supposed to have a financial advisor, you may just not know how to differentiate the good ones from the bad ones. We’d like to suggest the following as a checklist for helping you to find an advisor who can help you meet your financial goals and have a good time doing it.
Advisor Value & Fees
Putting a Value on Your Value: Quantifying Advisor's Alpha
This updated research paper delves into the concept of Vanguard Advisor's Alpha®, which outlines how you can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market.
Advisor Value & Fees
Why work with a financial advisor?
This piece is approved to use with clients.
Advisors can assist you in a full 360-degree spectrum of wealth planning, from investments, to managing your portfolio through different life changes, to retirement and estate planning, as well as guidance on potential tax implications of your investments—in order to help you work toward your financial goals.
Advisor Value & Fees
2019 Value of an Advisor Study
In our competitive industry many advisors are challenged with articulating their value proposition which leads to lower client satisfaction and retention. Clients are often evaluating their advisors based simply on investment returns. This study will examine the value clients receive from a relationship with an advisor.