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Leveraging Technology & Data
Disruption Accelerated
This piece is approved to use with clients.
Firms that provide the infrastructure for the online economy have demand for their services boom during the pandemic.
Behavioral Finance
The Five Stages of a Market Crisis
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A process similar to the "five stages of grief" can be seen in market crises, including the current one.
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.
Client Life Events
Learn About Estate Planning
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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.
Client Life Events
Asset Transfer and Legacy Planning
As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. Discover insights on family dynamics and a tool to help you develop a strategy for key clients.
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
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Help your clients get a better understanding of the differences between index investing and active investing, and the merits of each approach.