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Behavioral Finance
From Plan to Portfolio
Advisors integrating planning into their practices face new challenges. Of critical importance is the advisor’s ability to translate client needs into financial solutions and to communicate how those solutions meet their goals. Needs-based planning builds confidence in the advisor and helps clients avoid costly emotional decisions which can sabotage long-term results.
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.