Helping investors select financial advisors to get BETTER FINANCIAL ADVICE
AdvisorSmart® Research
Asking the Right Questions about Financial Advice
"I keep six honest serving-men. They taught me all I knew.
Their names are: WHY, HOW, WHAT, WHEN, WHERE, WHO."
The purpose of AdvisorSmart® research is to systematically investigate and gather information about the field of financial advice, with the aim of answering questions, solving problems, or advancing knowledge. AdvisorSmart® aims to use evidence-based research to identify trends or patterns, gather information for investor decision-making and to evaluate the effectiveness of government regulation and policies.
The objectives of AdvisorSmart® research include:
- To explore and describe in greater detail the field of financial advice in the United States.
- To identify patterns or trends in financial advice which can provide insights into investor behavior and to the businesses that provide financial advice.
- To inform policy decisions and improve public policy.
- To improve existing knowledge and fill gaps in the current understanding of the field of financial advice in the United States.
Our goal is to advance the understanding of the field of financial advice and to contribute to the development of new ideas that can be used to improve financial advice for both individual and institutional investors in the United States.
