A
B
C
E
T
75% say their adviser achieves appropriate asset allocation.
Appropriate
asset allocation
Behavioural
coaching
Choices
and trade-offs
Expertise
technical and emotional
Tax-savvy
planning and investing
69% say their adviser keeps them on track in volatile markets.
74% rate their adviser 8 or more out of 10 for navigating trade-offs.
77% say technical and emotional expertise is essential.
75% rate their adviser 8 or more out of 10 for tax-savvy investing.