Assessing the value of advice

September 16, 2019

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Can you measure the potential value of financial advice to your employees? In this paper, Vanguard's Center for Investor Research introduces a three-part framework to assess the value of financial advice, illustrating the breadth of the framework using data from Vanguard Personal Advisor Services®.

This paper explains why the concept of value goes beyond portfolio outcomes to include other sources of value like the probability of achieving financial goals and investors' overall sense of financial well-being.

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