Financial advisor events and webinars

Join Vanguard experts for our mid-year fixed income outlook. Discover how active managers are responding to market shifts and where compelling opportunities exist in today's bond market.

Navigate the SpaceX IPO with confidence. Vanguard experts explain how index rules and float adjustments help manage the impact of mega IPO inclusions on index funds and ETFs.

Join Vanguard's Joe Davis and Sara Devereux for insights that go beyond predictions to understand what evolving economic trends mean for portfolios, equities, and fixed income in the second half of 2026.

What will define financial markets in 2026? Join Vanguard experts at our annual outlook webinar as they share their perspective on the forces shaping the economy and financial markets in the year ahead. 

Direct indexing experts Ben Hammer and Ted Dinucci will share actionable ideas for supporting tax-efficient portfolio management and charitable giving, with a focus on forward-looking client conversations.

Join our fixed income experts for our latest outlook—from shifting credit conditions and evolving fiscal policy to global rate dynamics and sector-specific opportunities. You’ll learn what opportunities and risks to watch for in the months ahead and how to prepare. 

Rebalancing is a foundational discipline in portfolio management, but it often comes with friction, especially when it triggers taxable gains. In this session, we’ll explore why rebalancing is essential for every advisor and client and how direct indexing offers a smarter, more tax-efficient way to do it.

The Federal Reserve has hit pause on rate cuts while policy shifts present big implications for growth, inflation, and monetary policy, both domestically and abroad. What does all this mean for fixed income investing and how to spot opportunities for your client portfolios? Join us for our fixed income outlook event to hear from our experts on the most pressing risks and opportunities in today’s bond market.

Can you ever have too much of a good thing? Absolutely, if you're talking about a concentrated stock position in your client’s portfolio. Join us for an engaging discussion on how Vanguard Personalized Indexing (VPI) can help diversify that concentration. Thanks to the tax-loss-harvesting feature of direct indexing, you can reduce tax costs as you gradually diversify the concentrated position into a direct index.

With a new administration in office, the financial landscape is poised for significant shifts. And with change and uncertainty, your clients will be looking for stability and confidence—qualities that come from strong behavioral coaching. In this webinar, we’ll discuss three techniques for behavioral coaching success in 2025, including rebalancing in the face of difficult markets, establishing and maintaining trust, and utilizing market hindsight and proactive coaching.

Can you deliver more Advisor’s Alpha® with direct indexing? Join a dynamic discussion as in-house experts explore how Vanguard Personalized Indexing (VPI) can enhance your clients’ after-tax alpha and propel your practice to the next level in our latest on-demand webcast.