How direct indexing fits into the Advisor’s Alpha framework

Описание: Direct indexing is a powerful way for you to deliver value within the Advisor’s Alpha framework. Vanguard’s Fran Kinniry explains how direct indexing innovations can help reduce portfolio inefficiencies and align with the controllable, positive-sum strategies that have been at the heart of Advisor’s Alpha for the past 25 years.

Watch the full webinar and register for upcoming events: https://vgi.vg/4gL6z3W
Learn more about Vanguard Personalized Indexing: https://vgi.vg/4mIV3tw

00:00 – 25 years of Advisor’s Alpha
01:02 – Controllable strategies vs. forecasting

____________________________________________________________________

As a financial advisor, you strive to connect with clients in moments that matter with the goal of giving them the best chance for investment success. Vanguard for Advisors provides a wealth of resources to help you achieve those goals. Here you’ll find guidance on what to focus on next, along with expert insights and strategies on the topics shaping today’s advice industry and the broader financial landscape. Subscribe today: https://vgi.vg/4hKcfwf

For financial advisors, from Vanguard
• Connect with us on LinkedIn: https://vgi.vg/414ECOJ
• Subscribe for market, fund, and practice resources: https://vgi.vg/418ErSt
• Find upcoming or past events, including continuing education opportunities: https://vgi.vg/4gL6z3W
• Get behavioral coaching resources to help you guide clients: https://vgi.vg/4hCAT1T
• See Vanguard’s fixed income advantage: https://vgi.vg/4b7wa5I

____________________________________________________________________

#financialadvisors #directindexing #AdvisorAlpha #Vanguard #TaxAlpha #wealthmanagement #DisciplineThatDelivers #VanguardforAdvisors #VanguardFAS #financialadvisor #directindex #portfoliomanagement #portfoliostrategy #financialplanning #portfoliocustomization #taxlossharvesting #investmentstrategy #taxplanning #institutionalqualityfixedincome #institutionalqualitybondfunds