The December 2018 National Federation of Independent Business (NFIB) Survey of Small Business Economic Trends revealed a second year of historic readings which surpassed record levels achieved in 2017.
With a decision on Brexit just a few weeks away, the fog of uncertainty surrounding the situation is thicker than ever. The stakes for the U.K. economy and markets are high and, at the moment, a number of potential outcomes remain on the table.
This updated research paper delves into the concept of Vanguard Advisor's Alpha®, which outlines how you can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market.
The behavioral wealth advisor takes a holistic and proactive approach to wealth management, creating a behavioral discipline throughout the client service model. They increase client confidence and minimize behavioral biases while improving retention and acquisition.