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Wealth management

Adding value beyond asset management

Wealth management

Adding value beyond asset management

Putting a value on value: Quantifying advisor's alpha

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

Podcast: Learn how new U.S. tax law can affect deductions

Audio  |  Transcript available

In this 14-minute podcast, Vanguard Senior Tax and Wealth Planning Specialist Jackie Youssef tells advisors how the new tax law affects clients' tax planning, with a focus on how it can affect standard deductions.

In this 14-minute podcast, Vanguard Senior Tax and Wealth Planning Specialist Jackie Youssef tells advisors how the new tax law affects clients' tax planning.

  Listen to audiocast

 | 

  Read transcript

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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A better approach to Roth conversions

Audio  |  Transcript available

In this 14-minute podcast, Vanguard Wealth Planning Specialist Boris Wong discusses when Roth conversions make sense from a tax perspective. Wong describes how investors might estimate their break-even tax rate for a Roth conversion.

In this 14-minute podcast, Vanguard Wealth Planning Specialist Boris Wong discusses when Roth conversions make sense from a tax perspective.

  Listen to audiocast

 | 

  Read transcript

Long-term care... what you see ISN’T all there is

Article

Vanguard retirement expert Jean Young says factoring long-term care into our retirement planning--our health and wealth planning--is something proactive we can do to help mitigate our concerns.

Strategies for factoring the potential costs of long-term care into retirement planning.

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Webinar replay: Our analysis of retirement savings trends

Article

Vanguard retirement expert Jean Young discusses our research on the latest retirement savings trends in this webinar replay.

Vanguard retirement expert Jean Young discusses our research on the latest retirement savings trends in this webinar replay.

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Risk-taking across generations

Whitepaper

This research paper explores how various demographic groups view risk and how investors' experiences shape their risk tolerance.

This research paper explores how various demographic groups view risk and how investors' experiences shape their risk tolerance.

  Read executive summary

 | 

  Read white paper

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  

Podcast: How to think about health care costs in retirement

Audio  |  Transcript available

In this 15-minute podcast, Vanguard wealth planning analyst Stephen Weber helps investors think clearly about planning for health care costs in retirement.

In this 15-minute podcast, Vanguard wealth planning analyst Stephen Weber helps investors think clearly about planning for health care costs in retirement.

  Listen to audiocast

 | 

  Read transcript

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.

  Read article

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

Whitepaper

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.

  Read executive summary

 | 

  Read white paper

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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A BETR approach to Roth conversions

Whitepaper

Investors typically decide whether to convert to a Roth IRA from a traditional IRA by comparing their current and expected future marginal tax rates. This research introduces a break-even tax rate (BETR) to help investors decide whether they should make a conversion.

This Financial Planning Perspectives paper introduces a break-even tax rate (BETR) to help investors decide whether they should make a Roth conversion.

  Read executive summary

 | 

  Read white paper

How America Saves 2018, small-business edition

Whitepaper

This supplement to the 17th edition of How America Saves focuses on Vanguard Retirement Plan Access data. This report is designed to help small-business defined contribution plan sponsors understand how their plans compare with other small-business plans.

This supplement to How America Saves 2018 provides an analysis of small-business plans for Vanguard Retirement Plan Access clients.

  Read executive summary

 | 

  Read white paper

Planning for health care costs in retirement

Whitepaper

Health care costs are rising faster than inflation, and retirees might need to alter their approach to paying for health care. Vanguard's new model for forecasting health care costs for U.S. retirees can be used to help clients map out their health care expense plan.

This paper provides a new model for forecasting health care costs for U.S. retirees. Use it to help clients map out their health care expenses in retirement.

  Read executive summary

 | 

  Read white paper

How America Saves 2018: Telling the retirement story with data

Whitepaper

The 17th edition of How America Saves analyzes 4.6 million plan participants' retirement savings behavior. This report provides advisors with data and useful insights on current trends that may affect their clients’ defined contribution plans.

The 17th edition of How America Saves analyzes 4.6 million plan participants’ retirement savings behavior and identifies current trends.

  Read executive summary

 | 

  Read white paper