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Thriving in a fiduciary environment

Best practices, key action items, and other resources for overcoming fee-based challenges.

Thriving in a fiduciary environment

Best practices, key action items, and other resources for overcoming fee-based challenges.

Help clients beat the jitters when the markets shake

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

Whitepaper

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.

  Read executive summary

 | 

  Read white paper

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

Article

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.

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

Audio  |  Transcript available

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.

  Listen to audiocast

 | 

  Read transcript

Factor-based investing: The basics

Article

Use this brief piece with clients to supplement your discussions about factor-based investing.

Use this brief piece with clients to supplement your discussions about factor-based investing.

  Read article

 | 

  Read PDF

Inflation: Forgotten, but not necessarily gone

Article

Anne Mathias, Global Rates and FX Strategist, offers her outlook for inflation and its effect on clients’ fixed income allocations.

Anne Mathias, Global Rates and FX Strategist, offers her outlook for inflation and its effect on clients’ fixed income allocations.

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Distilling the differences between APs and ETF market makers: ETF Perspectives

Article

When you make ETF trades it's important to know the difference between authorized participants and market makers.

When you make ETF trades it's important to know the difference between authorized participants and market makers.

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What to do when markets sell off

Article

U.S.-China trade-related market volatility has rattled the markets, but there’s something investors can do in response.

How investors can respond to U.S.-China trade-related market volatility.

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Market and economic perspectives: July/August 2019

Article

Read our July 2019 economic and market highlights, including global growth expectations and key investment risks. In this issue we discuss the heightened potential for recession and interest rate hikes, global asset returns, and more.

Read our July 2019 economic and market highlights, including global growth expectations and key investment risks.

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China and the global slowdown: A look back and ahead

Article

A lot has happened since Vanguard published its global economic and market outlook for 2019. In this 8-minute read, three Vanguard economists offer their insights on how trade tensions between China and the United States are changing the landscape.

In this 8-minute read, learn how Vanguard’s views on the economy and markets have shifted since the end of 2018.

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Emerging markets debt: A sound investment case

Article

Learn more about the sound investment case for considering emerging markets (EM) debt as part of a diversified investment portfolio.

Learn more about the sound investment case for considering emerging markets (EM) debt as part of a diversified investment portfolio.

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Risk speedometer: Risk appetite remains anchored at low level

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at June 2019 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at June 2019 cash-flow data.

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Active Fixed Income Perspectives: 2nd Quarter 2019

Article

Read our fixed income market analysis. Get new insights into the 2019 fixed income market that can help you implement portfolio recommendations for your clients.

Read our fixed income market analysis. Get new insights into the 2019 fixed income market that can help you implement portfolio recommendations for your clients.

  Read article

Hear from our equity, fixed income, and economic experts

Article

Hear the perspective of Vanguard experts on active fixed income investing, the global economy and markets, and active equity investing.

Watch a video replay of our Virtual Forum and hear insights on active fixed income investing, the global economy and markets, and active equity investing.

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Ten takeaways from the Inside Smart Beta and Active ETFs Conference

Article

Ten takeaways from the Inside Smart Beta & Active ETFs conference that you can use to evaluate factor-based funds.

Our expert offers ten takeaways from the Inside Smart Beta & Active ETFs conference.

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How America Saves 2019 analyzes retirement savings behavior

Video  |  Transcript available

The 18th edition of How America Saves delivers a comprehensive analysis of the retirement savings behavior of 5 million participants in about 1,900 defined contribution (DC) retirement plans for which Vanguard provides recordkeeping services.

The 18th edition of How America Saves examines trends in how participants accumulate, manage, and access retirement savings.

  Watch video

 | 

  Read transcript

How Fed policy uncertainty may affect asset allocation decisions

Whitepaper

Designing a portfolio for a specific economic environment offers the opportunity to reduce portfolio risk and improve return characteristics, but it also can expose investors to suboptimal outcomes. See the trade-offs for three Federal Reserve scenarios.

How Fed policy uncertainty may affect asset allocation decisions.

  Read executive summary

 | 

  Read white paper

Exploring falling ETF costs

Article

Just as e-commerce has helped lower the prices of many consumer goods, ETFs have helped lower costs for investors. This new ETF Perspectives explains how.

Just as e-commerce has helped lower the prices of many consumer goods, ETFs have helped lower costs for investors. This new ETF Perspectives explains how.

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Current thoughts on the economy and the markets

Article

Read an interview with two economic experts on recent developments in the global economy and markets.

Get expert economic insights from our recent Virtual Forum.

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Vanguard economic and market update

Article

Get Vanguard's current views on monetary policy, recession risk, trade, unemployment, and inflation—all in an accessible bulleted format.

Get Vanguard's quick, bulleted overview on the state of the economy and the markets.

  Read article