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Active/Passive Management
Four big trends driving ETF growth
Martin Small discusses the forces that could grow the ETF market to $12 trillion over the next 5 years.
Policy and Regulatory Commentary
Federated's Re-election Dashboard
A series of economic indicators that have historically been predictive of re-election results.
Client Experience
Rethink How to Win Executive Investors: The surprising impact of gender on engaging HNW breadwinners
This paper shares the results of HNW executive investor survey and highlights how gender stereotypes don't apply to this powerful group of investors.
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.
Client Experience
How to Host Extraordinary Client Experiences
While the retirement seminar may have served you well in the past, they may not help you stand out in the future. To attract, retain and grow your client base you’ll need events that are designed around your clients’ passions.
Leveraging Technology & Data
How Artificial Intelligence (AI) Is Changing Advice and Wealth Management
With better data and analytics, emerging solutions may help deliver deeply personalized service that guides customers and advisors toward improved behaviors and outcomes.
Active/Passive Management
The Power of "AND" eBook
Active and passive investing: Uncover the power of "AND".
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
The ETF Toolkit: The Professional's Guide to Exchange Traded Funds
Over the past 20+ years, ETFs have grown tremendously in terms of AUM and number of products. They now span virtually every asset class. This guide from Invesco provides an thorough overview of exchange traded funds and insight into ETF liquidity and execution.
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.
Philanthropy
Investor Education: Learn About Charitable Giving
This piece is approved to use with clients.
Use this practical guide to complement discussions you have with clients about philanthropy.
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.