Steps financial advisors can take to build deeper trust with clients as change occurs within the financial advice industry.
Discover the methodology behind Vanguard's one-of-a-kind liquidity factor ETF.
The liquidity factor is a hidden gem waiting to be mined. Target its precious premium.
What are the circumstances that may cause an indexing strategy to look more or less appealing in the short term?
How low-cost, broadly diversified, balanced portfolios offer competitive alternatives.
For investors, adding some exposure to bitcoin would mean reducing their allocations to tried and true asset classes such as stocks, bonds, and cash—the building blocks for well-diversified portfolios that can help them meet their goals. With no cash flows and extreme volatility, the investment case for bitcoin is hardly compelling.
For those who are comfortable with the characteristics of active investments, an allocation to them is viable.
How factor strategies are constructed and implemented will lead to markedly different results. To give you a sense of that difference, we calculated historical returns for various indexes that target the value factor.
QE is slowly dying out and it will hopefully be remembered as a historical curiosity. In the meantime, you and your clients should take comfort in the combination of the market’s efficiency and the Federal Reserve’s deliberate approach.
Advisors who develop deeper client relationships and become “highly trusted” will enjoy more referrals and greater wallet share. Here’s evidence that high trust correlates with client satisfaction, referrals, and business success.