Roberts Nash Advisory Group

What's An Advisor Worth?

New research published in August 2016 highlights the value of financial advice. It analyzes survey responses from more than 1,500 Canadian households, some with and some without advisors.

The study can be found here:    The Study

An article highlighting the finding published by can be found here:      The Article

The study’s key findings:

  • Households with an advisor for 15 years or more accumulated 290% more assets – almost four times as much – than equivalent non-advised households

  • Clients who dropped their advisor between 2010 and 2014 lost a significant percentage of their asset values (34.2%), while clients who kept their advisors saw asset values grow (by 26%)

The study attributes the results to what it calls “The Gamma-factor Effect” – advisors impose discipline on households’ financial behavior, and those households have higher savings rates.

** I have prepared this commentary to give you my thoughts on various investment alternatives and considerations which may be relevant to your portfolio. This commentary reflects my opinions alone, and may not reflect the views of National Bank Financial Group. In expressing these opinions, I bring my best judgment and professional experience from the perspective of someone who surveys a broad range of investments. Therefore, this report should be viewed as a reflection of my informed opinions rather than analyses produced by the Research Department of National Bank Financial **

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