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Investing Ideas
THE ARITHMETIC OF ASYMMETRY
This piece is approved to use with clients.
Anyone who has played a casual game of darts, say, at a bar or in the basement, knows an overarching rule of the game: it gets harder as it progresses. While rule systems vary, most games start with a wide-open board full of possibilities. But then, by the end, you’re aiming for the Double 18 and only the Double 18 to win. In short, it’s a game of precision that seems easy at first but becomes very, very hard by the end.
Market Outlooks
Stop Assuming. Start Listening!
FlexShares Exchange Traded Funds recently conducted a national survey of HNW primary breadwinners. The results surprised us. Some of the assumptions that we, as an industry, have made about investors because of gender don’t apply to this group of executives. In your business, making incorrect assumptions can hurt your chances with new prospects and in retaining existing clients. We’ve created this guide to help you artfully approach your engagements to better understand the unique situations your potential and current clients are navigating. We’ve broken it down by topic and offer conversation starter ideas.
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.
Business Development
Advisors are happy and that's a big deal
A majority of advisors are satisfied with their career. What this may mean for recuruiting the next generation of advisors.
Business Development
Why finishing that client report may be more beneficial than your workout
Insights into the most meaningful coping strategies for stressed advisors.
Business Development
Outsourcing may not reduce stress, but you may get more done!
A look at outsourcing through the lens of FlexShares Advisor Wellness study.
Business Development
Insights into Advisor Wellness: Stress and Satisfaction Are (still) Defining Factors
A look at the results of FlexShares research on advisor wellness. The paper reveals key stressors and the divergence of those stressors based on gender, age, marital status, firm types and services offered.
Business Development
Advisor Wellness in a changing world
Insights into new research from FlexShares Advisor Wellness study.
Market Outlooks
What investors can expect as key decisions affecting markets await
In this Q&A, Roger Aliaga-Díaz, Vanguard chief economist, Americas, discusses the potential short- and long-term market impacts of specific policy debates that could play out in the weeks ahead.
Fixed Income Insights
Municipal Perspectives: Sometimes the Slow Lane is Faster
In Vanguard municipal perspectives for the second quarter of 2018, Chris Alwine, head of Vanguard Municipal Group, and Edward J. Saracino, senior product manager, explain why our portfolio managers are reducing risk in our municipal funds.
Behavioral Finance
Trust and Financial Advice
Vanguard researchers break down strategies advisors can use to build greater trust with their clients.