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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

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.

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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.

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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

Blog

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 blog  

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.

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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.

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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.

  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.

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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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