The Online Resource for Financial
Advisors Going Fee-based

Advice Pays—As Much as 2.9% per Year

happyinvestors
We are consistently asked to define the value of financial planning and investment management advice. A recent study looked at advice during the Great Recession by comparing the investment results of investors that had advice and those that didn’t. The results were quite favorable for the advice industry. Advisors looking for ways to communicate their value to clients should consider sharing the following investor-friendly article (pdf version) we prepared for advisors using our services.

Please contact us if you’d like to see more of these great marketing pieces or to learn how you can help your clients with an advice-based relationship.


Financial advisors and professional money managers provided investors significant value before, during and after the Great Recession. So says a study by human resources consulting firm Aon Hewitt. Their study, “Help in Defined Contribution Plans: 2006 Through 2010,” explores how investors who had investment help faired versus investors who didn’t.

[Read more…]