Vanguard Financial Advisor Services @Vanguard_FA
Vanguard Financial Advisor Services™. Follow us for timely expert commentary, product launch news, & our investor research. Community Guidelines: https://t.co/uNBXjKQOYl advisors.vanguard.com Valley Forge, PA Joined November 2010-
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How could direct indexing differentiate your practice? By making it easier for you to offer clients an investing experience tailored to their goals. vgi.vg/3TztWSM
Get our experts’ asset-class return projections, as well as their take on the economy, rate hikes, inflation, and more. vgi.vg/3T2NX4u
It’s a win-win for you and your clients. Your clients get more time with you; you get greater efficiency and more time to grow your practice. vgi.vg/3RGpjF6
Now available. Vanguard’s October economic and market update. A comprehensive yet concise assessment that you can read in about five minutes. We’ve also included return projections for all major asset classes. vgi.vg/3SRhwp5
Falling bond prices can be tough for clients to handle. But the corresponding rise in yields can be a long-term positive. Find out why. vgi.vg/3S6jORc
How does direct indexing work? Does TLH frequency matter? Which of your clients might be a good fit for the strategy? Get clear answers now. vgi.vg/3RYVyjU
Clients prefer that tasks like portfolio construction, tax management, and diversification be delivered digitally. That frees you up to deliver powerful emotional support. vgi.vg/3qAFKb2
Get our experts’ asset-class return projections, as well as their take on the economy, rate hikes, inflation, and more. vgi.vg/3x363KD
Now available. Vanguard’s September economic and market update. A comprehensive yet concise assessment that you can read in about five minutes. We’ve also included return projections for all major asset classes. vgi.vg/3RwSOcZ
Your value as a financial advisor means even more during periods of market stress. Read here for ways to help your clients and your practice weather the storm. vgi.vg/3TeouW1
Direct indexing could help you deepen client relationships by addressing their unique situations and goals—at scale. Is the strategy right for you? vgi.vg/3KdZD0t
Direct indexing is trending—but is it the right strategy for your clients and your practice? Get answers in our article. vgi.vg/3CaXMYj
How could direct indexing differentiate your practice? By making it easier for you to offer clients an investing experience tailored to their goals. vgi.vg/3d8MAB3
How does direct indexing work? Does TLH frequency matter? Which of your clients might be a good fit for the strategy? Get clear answers now. vgi.vg/3QeXOCp
Falling bond prices can be tough for clients to handle. But the corresponding rise in yields can be a long-term positive. Find out why. vgi.vg/3OY7znz
Inflation and aggressive monetary policies are stoking recession risk and suppressing financial markets. vgi.vg/3PiBlnM
“Global economic growth will likely stay positive this year, but some economies are flirting with recession....”—Andrew Patterson, Vanguard senior international economist. vgi.vg/3PxfYig
Get our experts' asset-class return projections, as well as their take on interest rate hikes, inflation, recession, and more. vgi.vg/3c7YGd7
Find out why 5G will benefit some debt investors more than others. Read more: vgi.vg/3agxxEg
Take a close look at your practice to find those tasks and processes that you can automate. Then get ready to optimize your clients’ experiences. vgi.vg/39Xkckk
Ben Carlson @awealthofcs
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47 Followers 164 FollowingPleased to welcome @Vanguard_FA to the Cboe ETF Marketplace $VFLQ $VFMV $VFMO $VFMF $VFQY $VFVA bit.ly/2CoBTC9
Vanguard launching an active momentum factor ETF today = Bob Dylan at 1965 Newport Folk Festival youtu.be/G8yU8wk67gY via @YouTube
Excellent discussion/insights on 2018 Outlook via @Vanguard_FA. Thanks to both Joe Davis & Lara de la Iglesia!
Just saw this live at #Minneapolis and it was good, good conversation x.com/vanguard_fa/st…
Find out why 40 yrs of active vs passive misses the point. Investment costs affect clients’ bottom-line returns. vgi.vg/2fYCJAE
@Vanguard_Group Joe Davis: Jobs don't get automated, tasks do. #MStarETFUS
Joseph Davis, global chief economist @Vanguard_Group, is the opening #MstarETFUS keynote.
"What trends will define our lifetime?" Big question! Looking forward to hearing from Joe Davis @Vanguard_Group #MstarETFUS x.com/vanguard_fa/st…
VG's global chief economist, Joe Davis, will deliver the keynote presentation at #MstarETFUS: vgi.vg/2eGueFZ
Brennan - have to think how you are changing your firm's culture to achieve success #CFAedge
Currently talking about importance of recruitment - culture & fit are two biggest components for hiring says Joe Brennan #CFAedge
"Diverse teams make better decisions" says Joseph Brennan, CFA @Vanguard_Group #CFAedge
@TonyVidler yes, for sure. An excellent piece is put out by @Vanguard_FA called Advisors Alpha. If you haven't seen it do a search.
Great insights from @Vanguard_FA at #NationalLINC about how #advisors need to focus on #relationshipmanagement. x.com/vanguard_fa/st…
#Advisors should focus on relationship management, not portfolio management. vgi.vg/2k4WvY7 VG's Bennyhoff at #NationalLINC
"47% of advisors claim to be wealth managers, but only 9% really are" - Bennyhoff of @Vanguard_FA speaking at #NationalLINC
"Only 4% of advisors claim to be investment managers, however 50% really are" - Bennyhoff of @Vanguard_FA speaking at #NationalLINC
"Don’t confuse relationship management with customer service, it's biz development" - Bennyhoff of @Vanguard_FA speaking at #NationalLINC
Big thanks to @Vanguard_FA for inviting us to be part of #InsideETFs Conf! Had a great time helping advisors with their LinkedIn profiles
Big thanks to @Vanguard_FA for inviting us to be part of #InsideETFs Conf! Had a great time helping advisors with their LinkedIn profiles
Some powerful slides from @Vanguard_FA on competition, cost, and flows in active management #InsideETFs
Financial advisors, looking to get more out of your LinkedIn profiles? Stop by @Vanguard_FA’s booth at the #InsideETFs Conference
Excited to be attending #InsideETFs Conf Jan. 22-25 in FL. We’ll be at @Vanguard_FA’s booth helping advisors build their LinkedIn profiles