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Client Relationships
Elevate your discovery process to help win great clients
The volume of discovery meeting checklists and questionnaires available today attest that collecting the key information required to deliver truly integrated wealth management solutions is arduous and time consuming.
Investing Ideas
Deep Dive: Investing in Today’s Markets Without a Crystal Ball
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Rob Balkema a Senior Portfolio Manager for Multi-Asset Solutions at Russell Investments, as they explore some approaches for investing in uncertain markets.
Client Relationships
Deep Dive: The GRIND - A Key Ingredient for Advisor Success
Join Laura Hutchison, a Practice Management Consultant at Russell Investments and Tim Halverson a Regional Director, at Russell Investments, as they explore the 5 traits we believe makes an advisor successful.
Investing Ideas
An Interest Rate Hedging Diagnostic
This piece is approved to use with clients.
One of the biggest strategic decisions faced by defined benefit pension plans is that of choosing an interest rate hedge ratio.
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.
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.
Portfolio Construction Insights
Vanguard's Framework for Constructing Globally Diversified Portfolios
This research paper discusses creating and maintaining globally diversified portfolios and shares a framework you can use to build portfolios around clients' investment goals and constraints.
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.
Client Relationships
Breaking the Mold: Engaging Female Investors
For advisors attempting to deepen their relationship with women clients and prospects, an event tailored to women may make a big difference.