Vanguard Perspective
Keep clients on track with our year-end planning checklist
As the year draws to a close, it’s crucial to proactively engage with clients to optimize their tax situations.
The election is near. Here's how to support your clients.
Presidential elections matter, but not so much when it comes to your clients' investments. Now's the time to remind your clients to stay the course.
Vanguard Perspective
Active Fixed Income Perspectives Q4 2024: Temperature check
Active fixed income research team
Fund search
Offer clients a targeted investment approach
Make the most of today’s healthy yields by guiding clients through fixed income opportunities.
Dig into our lineup of index and active ETFs to create low-cost, diversified portfolios.
Consider our tax-efficient, customized portfolios.
Active and indexed models allow you to focus on clients.
Craft client portfolios with confidence
Receive expert guidance
Consult our Portfolio Solutions team for personalized analysis and portfolio decision support.
Our data-driven tools give clients an edge
Connect with clients in moments that matter
Guide clients through critical decisions
Explore Vanguard resources that enhance your practice’s wealth management offer.
Behavioral coaching
Gain a new perspective on client decision-making to offer relevant advice.
Client resources
Explore client-approved resources to prepare for your next conversation.
Health Care Cost Estimator
Help give your clients confidence in their plans for health care.