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

  Mobile access
  RSS feed

Advisor's alpha

Advisor's alpha

Adding value beyond portfolio management

The evolution of Vanguard Advisor’s Alpha: From portfolios to people

Putting a value on value: Quantifying advisor's alpha

Whitepaper

This updated 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.

  Read executive summary

 | 

  Read white paper

How to find clients that are the right fit for your practice

Video  |  Transcript available

Vanguard's Don Bennyhoff and Fran Kinniry say a common mistake advisors make is believing there are no bad clients. Our experts suggest that advisors be discerning when taking on new clients.

Are all prospective clients right for your practice? Vanguard's Don Bennyhoff and Fran Kinniry suggest that advisors be discerning when taking on new clients.

  Watch video

 | 

  Read transcript

What NOT to say to clients during a behavioral coaching conversation

Video  |  Transcript available

Vanguard's Don Bennyhoff and Fran Kinniry discuss some of the worst things advisors could say during behavioral coaching conversations with their clients.

Vanguard's Don Bennyhoff and Fran Kinniry walk through some phrases to avoid during behavioral coaching conversations with your clients.

  Watch video

 | 

  Read transcript

What percentage of advisors create a financial plan for their clients

Video  |  Transcript available

As many as 70% of advisors say they prepare a financial plan for their clients. Senior Investment Strategist Don Bennyhoff explains why advisors choose to forgo creating a financial plan.

Vanguard Senior Investment Strategist Don Bennyhoff explains why many advisors don't prepare a financial plan for their clients.

  Watch video

 | 

  Read transcript

Strategies for communicating your value in a down market

Video  |  Transcript available

Vanguard's Don Bennyhoff and Fran Kinniry say advisors can showcase their value to clients through behavioral coaching during down markets.

Vanguard's Don Bennyhoff and Fran Kinniry discuss how advisors can show their value to clients during down markets.

  Watch video

 | 

  Read transcript

How to evaluate new-technology solutions

Article

Advice firms that are ahead of the tech curve can gain efficiencies with time and money and a competitive advantage in the market. Vanguard RIA Chief Michael Lovett offers advisors strategies for effectively leveraging technology.

Vanguard RIA Head Michael Lovett offers strategies for integrating technology into your business.

  Read article

Tips for easing clients' concerns during volatile markets

Video  |  Transcript available

Review behavioral coaching strategies to guide your clients past their uncertainty and help them reach their financial goals.

Review behavioral coaching strategies to guide your clients past their uncertainty and help them reach their financial goals.

  Watch video

 | 

  Read transcript

Vanguard Advisor's Alpha guide to behavioral coaching

Whitepaper

With portfolio construction becoming automated, it's crucial for advisors to differentiate themselves by focusing on their uniquely human services. That starts with behavioral coaching, which can enhance returns by keeping clients committed to their long-term plans.

With the automation of portfolio construction, advisors must differentiate themselves by focusing on their uniquely human services, like behavioral coaching.

  Read executive summary

 | 

  Read white paper

Trust: a key component to growing your advisory business

Article

What's the single most important factor in generating client referrals? Building trust with your clients. Here are some tips for building connections with your clients.

Steps advisors can take to grow their business.

  Read article

In a shifting advice landscape, put your clients first

Blog

The automation of advice is disrupting traditional advice models, learn how advisors can better succeed in a changing advice landscape.

The automation of advice is disrupting traditional advice models, learn how advisors can better succeed in a changing advice landscape.

Read blog  

Vanguard Advisor's alpha

Whitepaper

Advisors' compensation structure is evolving, so should they reconsider their value proposition? This paper discusses advisors changing their performance benchmark from the market's return to the returns that their clients might achieve without professional guidance.

This paper discusses advisors changing their performance benchmark from the market’s return to the returns that their clients might achieve on their own.

  Read executive summary

 | 

  Read white paper

Find your niche and become a specialized market leader

Article

Vanguard RIA Head Michael Lovett explains how focusing on a specific type of client can set you apart from your competition.

Vanguard RIA Head Michael Lovett explains how focusing on a specific type of client can set you apart from your competition.

  Read article

Make better pitches with a valuable partner

Blog

Advice can be a team sport. Mike Lucci describes how partnering with Vanguard can help you land your pitches to clients right where you need them.

Advice can be a team sport. Mike Lucci describes how partnering with Vanguard can help you land your pitches to clients right where you need them.

Read blog  

Costs are an issue only in the absence of value

Blog

What you charge for your services is only an issue if you don’t make clear what services and benefits you provide.

What you charge for your services is only an issue if you don’t make clear what services and benefits you provide.

Read blog  

Advisor brief: The evolution of Vanguard Advisor's Alpha

Article

Learn how regulatory uncertainty, downward pressure on fees, and innovative technology are forcing financial advisors to enhance their value and the health of their practices by automating as much as they can so they have time to build deeper relationships with clients.

Regulatory uncertainty, falling fees, and innovative technology are forcing advisors to automate more, freeing up time to build deeper client relationships.

  Read article

 | 

  Read PDF

Prep now, fee pressure is coming

Blog

Advisors aren't feeling pressure to decrease fees yet but are feeling pressure to increase the range of services they offer clients.

Advisors aren't feeling pressure to decrease fees yet but are feeling pressure to increase the range of services they offer clients.

Read blog  

Volatility highlights the need for behavioral coaching

Blog

Behavioral coaching is one of the most valuable services advisors provide. Tips for maximizing your impact as a behavioral coach.

Behavioral coaching is one of the most valuable services advisors provide. Tips for maximizing your impact as a behavioral coach.

Read blog  

Find ways to thrive as a 21st-century advisor

Article

As change sweeps through the financial advisory business, advisors must learn to pivot their practices "From portfolios to people," leveraging technology to free up time and grow their businesses by deepening rapport and building more meaningful client relationships.

As change sweeps through the financial advisory business, advisors must learn to leverage technology to free up time and build more meaningful client relationships.

  Read article

In times of volatility, see people, not just their portfolios

Blog

Build clients’ trust by helping them understand the value you provide. Advisor’s alpha goes beyond portfolio construction.

Build clients’ trust by helping them understand the value you provide. Advisor’s alpha goes beyond portfolio construction.

Read blog