The Russell Investments’ seventh annual Value of an Adviser Report revealed that Australian financial advisers added approximately 5.7 per cent in value to their clients over the past year.
This benefit is a result of advisers’ guidance on asset allocation (1.1 per cent), behavioural coaching (3.3 per cent), and tax planning (1.3 per cent).
This Report highlights the value of receiving professional Financial Advice, yet in a recent industry survey found that there are 11.8 million Australians with unmet financial advice needs.
Source: https://russellinvestments.com/au/financial-advisers/your-business/business-solutions/value-of-an-adviser
https://www.ifa.com.au/news/34722-advisers-deliver-clients-5-7-value-in-2024
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