Advised clients 5.2% better off
BY KARREN VERGARA | WEDNESDAY, 18 AUG 2021 12:27PM
The help of a financial adviser has been able to boost a client’s portfolio by 5.2% per annum, according to new research.
The fourth annual Russell Investments Value of an Adviser Report found that advisers’ biggest contribution to clients is their behavioural coaching role, which was most beneficial from the onset of the pandemic.