Taking the Measure of Advice: The Intelligent Financial Life Advisor Practice Score and How It Benefits Advisors’ Practices

Report Summary

Taking the Measure of Advice: The Intelligent Financial Life Advisor Practice Score and How It Benefits Advisors’ Practices

The delivery of financial wellness leads to higher levels of client and advisor satisfaction.

Alois Pirker
Director, Wealth Management Practice

Boston, September 8, 2022 – Financial wellness promotes healthy attitudes toward money and sensible behaviors regarding spending and saving. Thus, advisors who deliver financial wellness help clients organize their resources to meet their current and future goals, and build a healthy relationship with their money, including developing sensible spending and saving habits.

This report, commissioned by Envestnet Inc., provides an assessment of the delivery of financial wellness by financial advisors to their clients in helping clients achieve peace of mind and financial security. It is based on a Q4 2021 Aite-Novarica Group online study with 483 professional financial advisors.

This 23-page Impact Report contains six figures and one table. Clients of Aite-Novarica Group’s Wealth Management service can download this report and the corresponding charts.

Download table of contents

This report mentions Envestnet.

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