Our insights straight
to your inbox

Our insights straight to your inbox

Receive our latest Advisor's Digest
research
and commentary sent the
first business
morning every week.

A weekly digest of our latest research and commentary. Topics include the economy and markets, portfolio strategy, ETFs, and practice management.


Fund openings/closings, fund manager changes, dividend distributions, webinars, and other events you might want to know about.



Already registered? Log on to
manage your
email subscriptions.

STAY CONNECTED

LinkedIn  LinkedIn

  RSS feed

Fee-based advice: Prepping for a successful transition

Learn to overcome client investing biases

Vanguard Senior Advice Strategist Mike DiJoseph explains how advisors can overcome common human biases that can skew their clients’ decisions.

Coach retirement-age clients through volatility

Vanguard Senior Advice Strategist Mike DiJoseph explains how advisors can help coach pre-retirees and recent retirees through market downturns.

Effectively coach clients through market declines

Senior Advice Strategist Mike DiJoseph explains how advisors can use behavioral coaching to keep clients focused on their long-term goals during market downturns.

Two frameworks help simplify behavioral coaching

Vanguard Senior Advice Strategist Mike DiJoseph explains two simple behavioral coaching frameworks to help advisors build deeper trust with clients.

Use behavioral coaching to build trust with clients

Vanguard Senior Advice Strategist Mike DiJoseph explains the importance of behavioral coaching in helping advisors build trust with clients.

Spending guidelines to help ease retirees' market worries

Market volatility can threaten clients' ability to meet their spending needs in retirement. A dynamic spending strategy offers a layer of protection.

Consider portfolio and planning clean-up in volatile markets

Staying the course does not have to mean standing still. This article highlights discussions advisors can have with clients during market volatility.

Give your clients a confidence boost in today's environment

Vanguard Senior Advice Strategist Mike DiJoseph explains how to help clients manage their emotions and avoid costly investing mistakes.

Crucial client conversations during market downturns

Video

Vanguard's CEO and head of Financial Advisor Services discuss best practices used by advisors to keep clients calm and committed to their long-term goals.

  Watch video

Don't let the tax grinch spoil clients' charitable giving

Individuals can use donor-advised funds to give to charitable causes while reducing their federal tax burden.

Clients should save more for retirement health care costs

Two Vanguard research papers offer practical perspectives on managing health care costs in retirement and using health savings accounts for health care expenses.

Clients confused about Medicare’s maze? This guide can help

Clients' task of choosing a Medicare option can appear daunting. Advisors can help them focus on the elements of coverage they find the most important.

Create connection with a more human LinkedIn® profile

Advisors can create a more human connection with clients using LinkedIn® and principles of Vanguard Advisor's Alpha behavioral coaching.

Putting a value on your value: Quantifying advisor's alpha

This research paper explores ways that advisors can add value through relationship-based services such as financial planning, discipline, and guidance, and quantifies these benefits relative to others who focus primarily on trying to outperform the market.

This research paper looks at ways to quantify the value-add of relationship-based services such as financial planning, discipline, and guidance.

Keep it simple for clients: A QuickStart guide to a financial plan

Financial planning can be a complex affair. But our QuickStart Guide to Your Financial Plan can aid conversations between you and your clients. When surveyed, advised investors said they love our new template.

Financial planning can be a complex affair. But our QuickStart Guide can make it easier for you and your clients. Try our new template.

Mobile or desktop? Our research on how investors are interacting with their accounts

In this 16-minute podcast, Vanguard Senior Data Analytics Manager Carrie Xu explains the differences in how men and women investors are using their mobile devices to interact with their investment accounts

Podcast: How Vanguard is analyzing investor behavior to improve the client experience.

Building a digital strategy?

Recently, Vanguard researchers explored the concept of "digital financial attention"—how investors interact digitally with their investment accounts. Their findings delve into digital financial attention and how it varies by such factors as age, gender, and more.

The findings of Vanguard researchers on the concept of "digital financial attention"—how investors interact digitally with their investment accounts.

5 key takeaways for improving your client service

What can you do to enhance your client service? This brochure offers insights into the services clients seek from their advisors.

Access a compilation of third-party research that provides strategies for enhancing your client service.

Vanguard's investor insights help advisors

This article looks at Vanguard's commitment to offering advisors practical, useful research as well as enduring insights, with an overview of the Vanguard Center for Investor Research (CIR), including its latest paper, Early ETF adoption among self-directed investors.

This article looks at the Vanguard Center for Investor Research, how it benefits advisors, and its paper, Early ETF adoption among self-directed investors.