Vanguard events for financial advisors

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. 

How much will health care cost your clients? This is one of the most important questions in retirement planning. Join our expert session for tools to help your clients make informed decisions regarding Medicare enrollment and budget for these costs in retirement.

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.

Open enrollment is around the corner, and your retirement-age clients are likely asking you questions about the impact of health care on their goals and lifestyle. Join Vanguard expert Julia Fuentes for a webinar session to learn everything you need to know about income planning for health care to help you build acumen and answer your questions about initiating proactive client conversations.

Which of your clients could benefit from a direct indexing strategy like Vanguard Personalized Indexing (VPI)? When could VPI help you deliver superior value to your clients? Get answers by watching the on-demand webcast. Our experts will share results of their research into where direct indexing can provide the most value to clients.