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Client Life Events
Learn About Estate Planning
This piece is approved to use with clients.
Help your clients understand the importance of estate planning with this education guide that outlines basic estate planning tools, the importance of taxes, estate planning and children, and more.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Advisor
The growth of fee-based advice has led to a more holistic approach of consulting with today’s individual investor. Because of the efficiency and improved outcome of the
approach, holistic offerings as well as the use of goal-focused service is here to stay and the centerpiece that drives the approach is account aggregation.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
This piece is approved to use with clients.
Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.
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.
Active/Passive Management
MYTH: Active Performs Better in Certain Market Segments
When it comes to active management, believing that active managers generally perform better in certain market segments is a myth, not a reality.
Active/Passive Management
Investor Education: Learn About Active and Index Fund Investing
This piece is approved to use with clients.
Help your clients get a better understanding of the differences between index investing and active investing, and the merits of each approach.
Children & College Savings
Investor Education: Learn About Saving for College
This piece is approved to use with clients.
Use this practical guide to help your clients learn about the cost of sending a child to college and the many savings and tuition-payment options available.
Client Life Events
Investor Education: Learn About Caring For an Elderly Parent
This piece is approved to use with clients.
This guide helps clients manage common eldercare challenges and become familiar with care options. It also includes a list of websites clients can use to make informed eldercare decisions.
Leveraging Technology & Data
Changes Ahead: How Technology Integration Can Scale Your Business
Advisory firms who leverage advanced tech integration, have a bigger book-of-business, generate more financial plans, and have more time to spend with clients. John Yackel of Envestnet and Michael Wilson of First Citizen Bank sit down to discuss.
Active/Passive Management
Making the Implicit Explicit: A Framework for the Active-Passive Decision
Vanguard's new active-passive decision-making framework helps investors focus on the factors that matter most.
Leveraging Technology & Data
Getting More From Data: How Advisors can Strengthen Their Value Proposition
Discover the benefits of data analysis and how advisors can use data to better support clients.