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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.
Market Outlooks
A view of China from the ground up
Living in Hong Kong with a view of the Chinese mainland, Capital Group portfolio manager Steve Watson has a front-row seat to the long-running U.S.-China trade dispute.
Business Development
5 ways to make your workplace a better place
Organizational psychologist Adam Grant shares five ideas that he believes could go a long way toward improving the sometimes contentious relationship between labor and management.
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.
Market Outlooks
What investors can expect as key decisions affecting markets await
In this Q&A, Roger Aliaga-Díaz, Vanguard chief economist, Americas, discusses the potential short- and long-term market impacts of specific policy debates that could play out in the weeks ahead.
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.
Market Outlooks
Preparing Clients for Market Declines
This paper from American Funds analyzes the length and severity of past market drops in order to assist conversations with clients about market volatility.
Philanthropy
Charitable Giving: Three Steps to a Successful Plan
This Vanguard research paper examines the advantages and disadvantages of common charitable giving strategies, and it presents examples to show their effects.
Client Relationships
Help Your Clients Understand Account Types and Compensation
With more demands on your time, having conversations with clients will be critical to determine what account types and investment plans are in their best interests.
Client Relationships
Women and Investing: Myth vs. Reality
When it comes to finances, women are more likely to experience negative stereotypes about their investment knowledge than men, according to a new survey.
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.