Taking the Measure of Advice
This report provides an assessment of the delivery of financial wellness by financial advisors to their clients in helping clients achieve peace of mind and financial security.
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In this report, comissioned by Envestnet Inc. and produced by the Aite-Novarica Group, provides an assessment of the delivery of financial wellness by financial advisors to their clients in helping clients achieve peace of mind and financial security regarding their ability to meet their financial needs and attain their goals accross the financial household. There are several key attributes and practices financial advisors use to benchmark their financial wellness offering, including a range of services offered, breadth of advice and planning support, method and frequency of client engagement and utilization of platforms and applications.