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Advisor Value & Fees
Becoming a Fiduciary
American Funds provides key considerations for financial professionals when developing and documenting a plan for your practice as you move forward as a fiduciary.
Investing Ideas
Vanguard's Principles for Investing Success
Vanguard's guidance for investors is centered on four core principles: Define clear goals, choose diversified portfolio holdings that balance risk and potential reward, minimize cost, and stay disciplined over the long term.
Leveraging Technology & Data
Rise of the Humans: Can Advisors Thrive in a Machine World?
The robots are no longer coming – they’re already here. And yes, they are after your job.
Investing Ideas
The Long View - Artificial Intelligence: It's Not the Future, It's Now
Artificial intelligence is poised to fuel the next wave of innovation, and potentially provide opportunities for companies and investors.
Investing Ideas
Trade Status: It's Complicated
Understanding the current—and potentially future—state of the global economy helps investors put market movements into context. To promote that understanding, researchers from Vanguard Investment Strategy Group examine the economic trends that affect the investing environment.
Client Relationships
Building My Practice: How to Reach Female Investors
The founder of Cathy Pareto and Associates Inc. provides advice for her peers who want to reach out to women.
Investing Ideas
How Investors Select Advisors
The first installment in a Vanguard research series identifies five types of advised investors, based on their knowledge levels and interests, and suggests ways to satisfy each.