09/23/2025
Advised clients are less financially stressed.
According to the survey, advised clients enjoy emotional and time-related benefits compared to managing their portfolios independently.
• Greater peace of mind. Whether they work with a human financial advisor or a digital-only advisor, 86% of advised investors report having more peace of mind related to their finances as a result of advice.
• Fewer negative and more positive emotions. Advised investors experience a wide range of emotional benefits. More than 60% of human-advised investors feel less anxiety, worry, sadness, and disappointment when it comes to managing their finances. Instead, they feel more confident, satisfied, secure, and proud.
• Time back for what matters. Three out of four advised investors reported saving time, with the median time saved of two hours per week (over 100 hours annually), enabling them to spend more time on meaningful activities like leisure, time with family, and exercise.
Investors who receive personalized financial advice unlock meaningful benefits that go beyond portfolio performance, according to Vanguard’s new Emotional & Time Value of Advice survey. In fact, advised investors report gaining greater peace of mind and saving time compared to managing their own p...