September 2018 – Tools for Financial Literacy: Investor Education Materials

Because client satisfaction is an integral part of advisors’ jobs, it is in their best interest to keep clients well-informed and financially literate to help them understand the opportunities and risks of the market. Client education materials provide the information necessary to make informed investment decisions. This Asset Management Monitor – Advisor Report evaluates investor education resources offered by coverage group firms, reviewing the breadth of the topics they cover, the range of formats they offer and their findability and presentation. We exclude commentaries and blog posts as we publish separate reports devoted to those topics. We last reviewed this topic in 2016; here, we highlight firms that made significant changes or improvements since then.

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