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Leveraging Technology & Data
[Webinar] Think Beyond: Building Your Business with Managed Models
The pandemic has accelerated a shift in market conditions that calls for rethinking portfolio allocations. How you respond could make a big difference for your clients and your business.
Client Experience
Which Advisors Had A Smoother Ride During COVID
Advisors should treat the pandemic as a turning point, making strategic changes to add the most value for what clients need today and do more with less.
Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.
Client Experience
Enhance Client Relationships with Tech
The end of the year is an ideal time to check in with clients to gauge their financial and emotional wellbeing. Especially in the current environment, your clients may want reassurance that they’ll be okay.
Client Relationships
Help Your Clients Understand the Markets and Their Portfolios
While the markets have seemingly recovered from the early impact of COVID-19, the past few months have been a reminder that unpredictability is a part of investing, and downturns are inevitable.
Leveraging Technology & Data
The Digital Investor: Financial attention through multiple digital channels
A new Vanguard paper explores clients' use of digital channels—desktop or laptop computers, mobile phone, and mobile apps—to interact with their financial institutions and breaks down how digital use has changed over time.
Advisor Value & Fees
Putting a Value on Your Value: Quantifying Advisor's Alpha
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.
Leveraging Technology & Data
We all use technology, but what's the right tech strategy?
Noni Robinson, head of Bank and Institutional in Vanguard FAS, chats with Bill Martin, CIO of INTRUST Bank, about technology in the advice space.
Philanthropy
Investor Education: Learn About Charitable Giving
This piece is approved to use with clients.
Use this practical guide to complement discussions you have with clients about philanthropy.