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Advisor's alpha

Advisor's alpha

Adding value beyond portfolio management

Putting a value on value: Quantifying advisor's alpha

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.

  Read executive summary

 | 

  Read white paper

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.

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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.

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 | 

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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.

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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.

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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.

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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.

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Client risk and the case for active-passive combinations

Article

Client risk is a pressing issue for advisors shifting to a fee-based model. Because investors are sensitive to short- or medium-term underperformance, advisors can use broad-based, passively managed investments to help mitigate portfolio volatility.

This research note explains how adding passively managed investments to a portfolio primarily comprising actively managed funds can help reduce client risk.

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Help in navigating market corrections

Article

Recent dramatic stock market losses have caught many investors off guard. These four graphics can help you put the losses into context and ease anxiety.

Recent dramatic stock market losses have caught many investors off guard. These four graphics can help you put the losses into context and ease anxiety.

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Tips for talking market volatility

Article

Our handling tough conversations resources can help reduce client anxiety.

Our handling tough conversations resources can help reduce client anxiety.

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Technology isn't a threat—It's an opportunity

Article

Many in our industry see only doom when it comes to automation. But automation in reality opens the door to provide greater client value than ever before.

Many in our industry see only doom when it comes to automation. But automation in reality opens the door to provide greater client value than ever before.

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

Article

Changes in the advisory business, including the automation of advice, are forcing advisors to enhance their value by cultivating deeper relationships with clients. Advisors who succeed in becoming highly trusted are more likely to obtain referrals from existing clients.

Changes in the advisory business, including the automation of advice, are forcing advisors to enhance their value by building deeper relationships with clients.

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Doing what’s right for the client … always

Blog

Michael Lovett highlights RIA firm Linscomb & Williams' approach to building and maintaining client relationships.

Michael Lovett highlights RIA firm Linscomb & Williams' approach to building and maintaining client relationships.

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Deliver authenticity—It’s what clients crave

Blog

How can you demonstrate authenticity? Apply an investment strategy that aligns with your value statement.

How can you demonstrate authenticity? Apply an investment strategy that aligns with your value statement.

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Let’s raise the bar for financial planning

Blog

Michael Lovett explains why traditional advice will never be obsolete and describes how technology can improve communication with clients.

Michael Lovett explains why traditional advice will never be obsolete and describes how technology can improve communication with clients.

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Observations on the advisor industry: From Australia to the U.S.

Blog

Traveling around the U.S., Michael Lovett observed four key areas where top financial advisors set themselves apart.

Traveling around the U.S., Michael Lovett observed four key areas where top financial advisors set themselves apart.

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Set a course toward your client’s required return

Blog

If you’re sailing to a destination, you need a compass. Likewise, in investing, a client needs to know the return required to meet their goal.

If you’re sailing to a destination, you need a compass. Likewise, in investing, a client needs to know the return required to meet their goal.

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What should clients use as a benchmark for success?

Blog

Understanding the difference between desired and required returns can help clients stay focused on measuring their personal progress.

Understanding the difference between desired and required returns can help clients stay focused on measuring their personal progress.

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Do clients know you have a blockbuster practice? Show them your value

Blog

Hollywood franchises, like advisors, thrive on long-term client relationships. And every blockbuster needs a preview that draws people in.

Hollywood franchises, like advisors, thrive on long-term client relationships. And every blockbuster needs a preview that draws people in.

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