September 16, 2022 | Whitepaper

Vanguard Advisor’s Alpha®: People with portfolios

Stricter regulations, downward pressure on fees, and technological innovations are forcing financial advisors to enhance their value by building deeper relationships with clients, according to a paper from Vanguard Investment Advisory Research Center.

Those advisors who develop deeper relationships and become "highly trusted" are likely to discover that referrals leading to new client relationships come more readily, the paper says.

Notes:

  • All investing is subject to risk, including the possible loss of the money you invest.