From the July 2009 issue of Investment Advisor • Subscribe!

What Do Advisors Want?

Sidebar to the Danger & Opportunity article "Service Excellence--The Advisors' Take"

When it comes to service from their custodians, advisors want accurate, timely information, but they also want a partner with integrity. In fact, when asked to pick the top service characteristic from a menu of choices, advisors picked integrity above all else. Those are some of the top-level findings from an online study conducted on behalf of Schwab Institutional through a third party research firm of 24 of its "Best Managed Firms" in late March and early April. One respondent put it succinctly: "Honesty and integrity are traits most valued by our clients. In turn, we expect the same from our custodian."

Reprints Discuss this story
We welcome your thoughts. Please allow time for your contribution to be approved and posted. Thank you.

Most Recent Videos

Video Library ››