Value of an Adviser 2020

Join Bronwyn Yates and Tanya Hoshek as they take you through our annual Value of an Adviser report 2020 which looks holistically at the real value advisers deliver for their clients—from the knowledge and expertise required to help clients implement appropriate portfolios, to the support they provide when market conditions change. 

We aim to quantify not just the technical capabilities an adviser provides, but also the emotional support and guidance they offer throughout a client’s investment journey. 

 Our report is designed to make it easier for advisers to demonstrate this to their clients.