Just 57% of heirs discussed their inheritance beforehand. Vanguard's Julia Fuentes explains the opportunity for advisors. Learn about our research: https://lnkd.in/gsa2jsAP
Vanguard Financial Advisor Services
Financial Services
Valley Forge, PA 69,026 followers
Committed to doing the right thing for you and your clients.
About us
You work hard every day to help your clients reach their goals. That's why we're committed to helping you, your clients, and your practice succeed over the long term. We offer a comprehensive suite of investment products to fit any sleeve in your clients' portfolios. In fact, while we’re known as the pioneer of passive investing, our roots in active management date back to 1975. And if you’re looking for more innovative solutions, direct indexing can help deliver the tax-efficient, customized portfolios today’s investors expect. We’re more than just funds—you can also explore our full range of portfolio strategies, designed to free up your time so you can focus on deepening client relationships. When you partner with us, you'll gain access to our Investment Advisory Research Center, a dedicated team focused on timely insights and research to help support your success. You can also stay up to date on our latest thinking through our suite of monthly and quarterly perspectives covering market and economic conditions, active fixed income, portfolio solutions, and ETF trends. At Vanguard, our mission aligns with yours. We’re here to support you in fostering stronger client relationships to help give all investors the best chance for investment success. Community guidelines: vgi.vg/sgl1 Vanguard Marketing Corporation, Distributor.
- Website
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https://advisors.vanguard.com
External link for Vanguard Financial Advisor Services
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- Valley Forge, PA
- Founded
- 1975
Updates
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Recent bond market losses may be creating tax-loss-harvesting opportunities advisors haven't seen in years. Join Vanguard experts as they discuss how those opportunities may support broader portfolio decisions. Register here: https://lnkd.in/edawhQCN
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Is your tech stack helping you scale or holding you back? 2026 Vanguard bank and trust industry research found tech integration is a growth lever. Learn more: https://lnkd.in/eKHjMxWz
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Strong yields are available across the yield curve. The question is no longer where to find income, but how to balance stability and diversification with your clients' goals in mind. Explore the latest insights: https://lnkd.in/eEwu2Gyr #Chartoftheweek