A recent report into the value of advice completed by Russell Investments found:

“ We have examined the various components of an adviser’s value proposition and estimated that advisers deliver value of at least 5.2% or more every year to their clients beyond investment-only advice. ”

Here at Keystone Advice Partners we understand the value of advice as we have been able to help many clients already. It does continually evolve so we closely follow industry leading value of advice information to ensure our advice offer is dynamic.

Some of the information we refer to includes:

CPA Australia – The Value of Advice Research Report 2021

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Fidelity – The Value of Advice Report
2020

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IOOF White Paper – The true value of advice 2020

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Russell Investments – Value of an Adviser Report 2020

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Sunsuper – Value of Advice Report 2019

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Vanguard – Adviser’s Alpha Report 2018

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