How Vanguard’s Advisor's Alpha Helps Advisors and Their Clients

Over more than two decades, Vanguard Advisor's Alpha® has shown how advisors can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market. Vanguard’s Investment Advisory Research Center, led by Fran Kinniry, is charged with exploring how advisors provide value to investors.

This year has served as a harsh reminder of why so many investors seek a trusted advisor to navigate their financial journeys. During market declines, investor emotions easily crowd out wisdom and long-term thinking. However, through financial planning and behavioral coaching, advisors can help investors improve their chances of reaching their long-term financial goals.

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Here are links to four whitepapers from Vanguard’s research center:

• Putting a value on your value: Quantifying Advisor's Alpha
• Vanguard Advisor’s Alpha®: People with portfolios
• Consider portfolio and planning cleanup in volatile markets
• 2022 market decline continues

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