The Difference the Right Financial Adviser Makes
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At Dimensional, we believe that the right financial adviser plays a vital role in helping you understand what you can control while providing the expertise, perspective, and encouragement to keep you focused on your destination.
In 2017, Dimensional conducted an investor feedback survey on behalf of advisers who work with our firm. The findings show that investors place a high value on the sense of security they receive from their financial adviser relationships.
How do you primarily measure the value received from your adviser?
Top four responses
For more highlights from the survey, please visit our Global Investor Insights.
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Issued by Dimensional Fund Advisors Ltd. (DFAL), 20 Triton Street, Regent’s Place, London, NW1 3BF. DFAL is authorised and regulated by the Financial Conduct Authority (FCA). - Firm Reference No.150100.
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During February and March of 2017, 18,967 investors who are clients of financial advisors who work with Dimensional completed the survey in the US, Canada, Europe, and Australia and New Zealand. The survey is open to all advisory firms that work with Dimensional. It is administered through a confidential online questionnaire, and investor responses are anonymous. Dimensional collects and organizes the data, and reports aggregate results to participating advisory firms.