Armchair Critic: How I benchmark advisers

Advisers aren't the only ones with benchmarks you know...

clock

Brendan Llewellyn takes an arms-length look at the financial advice industry. This week: An adviser might have his benchmarks for clients' investment portfolios, but Brendan's got some of his own...

There has been comment in these pages as to what benchmarks advisers should use on investment portfolios, but to turn the question round, if I were buying the services of a financial adviser, what sorts of benchmarks would I use? Whose benchmarks are they, anyway? Of course I appreciate that an expert will have much to tell me on the subject of benchmarks, but as a buyer I think I have the right to say what I'm looking for. I would expect my adviser to have access to a wide variety of benchmarks, but to be confident in the professional relationship, I have to be able to say what co...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

March 2024: Month in review with deputy editor Jenna Brown

March 2024: Month in review with deputy editor Jenna Brown

Take a look at some of the news and feature highlights of the last month

Jenna Brown
clock 28 March 2024 • 5 min read
Wren Sterling adds £265m in client assets in latest deal

Wren Sterling adds £265m in client assets in latest deal

First advisory firm purchase of 2024 for national financial planner

Jenna Brown
clock 28 March 2024 • 1 min read
Consumer Duty Alliance looks to attract advice industry talent

Consumer Duty Alliance looks to attract advice industry talent

New Talent Alliance will be chaired by M&G Wealth Advice MD Tom Hegarty

Isabel Baxter
clock 27 March 2024 • 2 min read