Tim Maurer (@timmaurer): "A new Vanguard study suggests (convincingly) WHAT it is that clients want most from working with a financial advisor—but to understand WHY, and HOW we can satisfy this desire, we need to go back about 1,600 years. Give or take."

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A new Vanguard study suggests (convincingly) WHAT it is that clients want most from working with a financial advisor—but to understand WHY, and HOW we can satisfy this desire, we need to go back about 1,600 years. Give or take.

The Net Worthwhile® Weekly

Study Shows WHAT Clients Want Most From Financial Advisors

Feb 1

4:22 PM

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