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Wealth management

Adding value beyond asset management

Wealth management

Adding value beyond asset management

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

Help clients beat the jitters when the markets shake

Article

This one-page client-approved brief, based on the 2018 stock market drop, demonstrates why staying the course during a downturn can be the best decision.

This one-page client-approved brief, based on the 2018 stock market drop, demonstrates why staying the course during a downturn can be the best decision.

  Read article

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.

  Read article

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

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

The Digital Investor: Financial attention through multiple digital channels

Whitepaper

A new Vanguard research paper explores how investors use their mobile devices to interact with their financial institutions.

A new Vanguard research paper explores how investors use their mobile devices to interact with their financial institutions.

  Read executive summary

 | 

  Read white paper

Factors driving ETF adoption

Whitepaper

Newer Vanguard investors are increasingly using ETFs as their primary investment vehicle, researchers have found.

Newer Vanguard investors are increasingly using ETFs as their primary investment vehicle, researchers have found.

  Read executive summary

 | 

  Read white paper

Building a digital strategy?

Whitepaper

Recently, Vanguard researchers explored the concept of "digital financial attention"—how investors interact digitally with their investment accounts. Their findings delve into digital financial attention and how it varies by such factors as age, gender, and more.

The findings of Vanguard researchers on the concept of "digital financial attention"—how investors interact digitally with their investment accounts.

  Read executive summary

 | 

  Read white paper

5 key takeaways for improving your client service

Article

What can you do to enhance your client service? This brochure offers insights into the services clients seek from their advisors.

Access a compilation of third-party research that provides strategies for enhancing your client service.

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 | 

  Read PDF

Behavioral coaching insights

Video  |  Transcript available

Vanguard recently hosted a webcast featuring our global head of Portfolio Construction, Fran Kinniry. In this video excerpt, Fran explains how Vanguard Advisor's Alpha® can help advisors act as behavioral coaches and drive successful outcomes for their clients

In this video excerpt, Vanguard's global head of Portfolio Construction, Fran Kinniry, gives an overview of advisor's alpha, a behavioral coaching tool kit.

  Watch video

 | 

  Read transcript

Vanguard's investor insights help advisors

Article

This article looks at Vanguard's commitment to offering advisors practical, useful research as well as enduring insights, with an overview of the Vanguard Center for Investor Research (CIR), including its latest paper, Early ETF adoption among self-directed investors.

This article looks at the Vanguard Center for Investor Research, how it benefits advisors, and its paper, Early ETF adoption among self-directed investors.

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Getting back on track: A guide to smart rebalancing

Whitepaper

Our research team breaks down the benefits of rebalancing and suggests three best practices for executing a rebalancing strategy.

Our research team breaks down the benefits of rebalancing and suggests three best practices for executing a rebalancing strategy.

  Read executive summary

 | 

  Read white paper

Roth conversions can give clients, heirs tax flexibility

Article

When planning for clients' estates, advisors should evaluate current and potential future income tax rates for clients and beneficiaries, then consider using a Roth conversion for tax diversification.

Advisors planning estates should look at current and potential future income tax rates for clients and beneficiaries, then consider a Roth conversion.

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Strategies for annual Roth conversions

Article

Roth IRAs can help clients pass more wealth on to their heirs. This article offers four strategies to making annual Roth conversions, which can ease the tax bite converting traditional IRAs to Roth IRAs.

Tax-savvy annual planning may ease the tax bite of Roth conversions, which can help clients pass more wealth on to their heirs.

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Use the Roth IRA as an estate planning tool

Article

Roth IRAs can play an important role in estate planning. This article shows how a hypothetical client could pass a portfolio on to heirs using Roth and traditional IRAs, and then compares the results.

Roth IRAs can play an important role in estate planning. This article compares three scenarios under which a client could pass a portfolio on to heirs.

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We all use technology, but what's the right tech strategy?

Article

Technology shapes many aspects of our lives, including investing. In this exchange, Noni Robinson, head of Bank and Institutional in Vanguard Financial Advisor Services™, and Bill Martin, CIO of INTRUST Bank, discuss how tech is changing advisor-client partnerships.

Noni Robinson, head of Bank and Institutional in Vanguard FAS, chats with Bill Martin, CIO of INTRUST Bank, about technology in the advice space.

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Tips for getting clients to ignore short-term performance and focus long term

Video  |  Transcript available

Vanguard's Don Bennyhoff and Fran Kinniry say using historical illustrations to demonstrate when the market has rebounded from sharp downturns helps clients focus on the long term and ignore short-term underperformance.

What's the secret to effective behavioral coaching? Getting clients to focus on the long term and not worry about short-term underperformance.

  Watch video

 | 

  Read transcript

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

 

Series

Investment Commentary Podcast

A monthly audio series that addresses topical investment issues on the minds of your clients.