“It’s going to be a bull market for advice”

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“It’s going to be a bull market for advice”

Podcast Episode

 | 

June 6, 2024

That's the view of Fran Kinniry, principal and head of Vanguard Investment Advisory Research Center, who recently sat down for a conversation with Alex Shahidi on the Insightful Investor podcast.

In this episode, "Common Investor Oversights," Kinniry talks trends in investor behavior and opportunities for financial advisors to add an extra edge to their practice. Watch the full episode from The Insightful Investor, and hear Kinniry’s take on:

  • The evolution of the advisor’s value proposition.
  • Common investment mistakes.
  • The future of financial advice.

Podcast: Common Investor Oversights

Check out the full episode of The Insightful Investor podcast featuring Fran Kinniry.

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References:

1. Kinniry, Francis M., Jr., Colleen M. Jaconetti, Michael A. DiJoseph, David J Walker, and Maria C. Quinn, 2022 (revised). Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha®. Valley Forge, Pa.: The Vanguard Group.

2. (13:02): 1.6T active AUM as of February 29, 2024.

3. (13:06): For the 10-year period ended December 31, 2023, 6 of 6 Vanguard money market funds, 42 of 44 Vanguard bond funds, 5 of 5 Vanguard balanced funds, and 33 of 39 Vanguard stock funds―for a total of 86 of 94 Vanguard funds―outperformed their Lipper peer-group averages. Results will vary for other time periods. Only actively managed funds with a minimum 10-year history were included in the comparison. Source: Lipper, a Thomson Reuters Company. The competitive performance data shown represent past performance, which is not a guarantee of future results. View fund performance

4. (13:14): Chris Pettit, Sammy Khadder, Chris Tidmore, Ted Dinucci, David Walker, and Francis M. Kinniry, 2024. Improving client and practice outcomes with Vanguard active taxable bond funds. Valley Forge, PA.: The Vanguard Group.

5. (13:26): Chris Tidmore, Ted Dinucci, Chris Pettit, David Walker, Francis M. Kinniry, 2022. Incorporating Vanguard active equity: An opportunity to improve your client and practice outcomes. Working Paper. Valley Forge, Pa.: The Vanguard Group.

6. (13:28): Pettit, Chris, Sammy Khadder, Chris Tidmore, Ted Dinucci, David Walker, and Francis M. Kinniry, 2023. Improving client and practice outcomes with Vanguard Municipal Bond Funds. Valley Forge, PA.: The Vanguard Group.

Notes:

For more information about Vanguard funds, contact your financial advisor to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.

Note that the competitive performance data shown represent past performance, which is not a guarantee of future results, and that all investments are subject to risks. For the most recent performance, visit our website at vanguard.com/performance. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index.

The information presented in this podcast is intended for educational purposes only and does not take into consideration your personal circumstances or other factors that may be important in making investment decisions. We recommend that you consult a tax or financial advisor about your situation.

Past performance is no guarantee of future results. All investing is subject to risk, including possible loss of principal. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.

Vanguard is owned by its funds, which are owned by Vanguard's fund shareholder clients.

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