Impartiality ranks as the most highly valued adviser skill by clients

A survey of advised clients conducted as part of its Family Wealth Unlocked report for 2023 showed more than a third (37%) ranked impartiality as the most valued skill their adviser has. Impartiality in the context of the question was considered to be a behaviour, for example, advisers' discussions around product and platform recommendations as well as an adviser's impartiality towards clients' family members. According to M&G's findings, both male and female clients value impartiality over all other skills. The survey also found that almost a third (29%) of clients felt that their...