The Difference the Right Financial Advisor Makes

Share this story

At Dimensional, we believe that the right financial advisor plays a vital role in helping you understand what you can control while providing the expertise, perspective, and encouragement to keep you focused on your destination.

In 2017, Dimensional conducted an investor feedback survey on behalf of advisors who work with our firm. The findings show that investors place a high value on the sense of security they receive from their financial advisor relationships.

How do you primarily measure the value received from your advisor?

Top four responses

For more highlights from the survey, please visit our Global Investor Insights.

Share this story

“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Dimensional Fund Advisors LP is an investment advisor registered with the US Securities and Exchange Commission.

Dimensional Fund Advisors Canada ULC has certain provincial registrations. The other Dimensional Global Firms are not registered resident investment fund managers or portfolio managers in Canada. There is no intention to offer or sell products or services in countries or jurisdictions by any Dimensional Global Firms where such offer or sale would be unlawful under the relevant domestic law.

During February and March of 2017, 18,967 investors who are clients of financial advisors who work with Dimensional completed the survey in the US, Canada, Europe, and Australia and New Zealand. The survey is open to all advisory firms that work with Dimensional. It is administered through a confidential online questionnaire, and investor responses are anonymous. Dimensional collects and organizes the data, and reports aggregate results to participating advisory firms.