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Description
With the investment landscape changing rapidly in a world characterized by new technology, falling investment costs, and shifting demographics, advisors must increasingly seek to change their value propositions from portfolios to people.
This challenge constitutes the backdrop of Vanguard Advisor’s Alpha. For quite a few years now, we’ve been refining our advisor’s alpha framework, which seeks to explain ways advisors can thrive by automating what they can
Learning Objectives
1. Understand how to implement new techniques to manage comprehensive planning and wealth management
2. Better understand where you can add value within the Advisor’s Alpha research and framework
3. Learn how to take advantage of efficiencies in Portfolio Construction