How advisers can add value for clients

Financial advisers add value by focusing on long-term planning, providing comprehensive guidance and using technology to enhance client relationships, according to an investor survey by Fidelity Investments. "It's no longer just about money management, but about providing peace of mind, getting to know the client personally and using technology to enhance the relationship, not replace it," said Ross Ozer, senior vice president at Fidelity Institutional Wealth Services.

View Full Article in:

Financial Advisor online · InvestmentNews (free registration)

Published in Brief: