Tag Archives: Financial Advisers

100% of Clients say ‘Yes’ to Wealthflow

100% Yes

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.