Earlier this year, in collaboration with world-leading fund manager Dimensional Fund Advisors, we issued an online survey to gather feedback on the Wealthflow client experience. Dimensional have since gathered data on the views, opinions and behaviours of over 18,000 investors worldwide (all responses were confidential and anonymous) and a snapshot from Wealthflow respondents is as follows.
Kenneth French and Nobel Prize Winner Eugene Fama discuss the importance of wealth management and the value an adviser brings.
Weston Wellington, Vice President at Dimensional, describes how independent objective advice, delivered by a financial adviser can help investors have a better investment experience.
Dave Butler, Head of Global Financial Advisor Services at Dimensional, talks about why he considers the decision to hire a financial adviser one of his best decisions.
Why doesn’t the media run more good news stories? One view is bad news sells. If people preferred good news, the media would supply it. However global stock markets don’t see news as necessarily good or bad, rather in terms of what is already built into prices.