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Search results with tag "Value of an advisor study"
2021 Value of an Advisor Study - Russell Investments
russellinvestments.comIn 2021, we believe the value of an advisor in the U.S. is 4.83%. The ABCs of advisor value The Value of an Advisor Study is meant to quantify the contribution that the technical and emotional guidance a trusted human advisor can offer. The formula we created is designed to categorize the areas of value creation in a repeatable, memorable way: