「アドバイザーって本当に必要?」 「インデックス投資なら誰でも出来るし、別にお金払ってまでアドバイザーを付ける意味なんてないよね?」 ちょっと金融リテラシーみたいなモノを齧った人は、多分上記のように考えることでしょう。 結論から言えば、それは半分正解で半分間違っています。 今回は、以下の記事を元にアドバイザーの価値についてKAJIとTERAが語っています。 「アドバイザーは運用リターンを3~4%押し上げる/米調査」
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