Improved diversification is just one measure of portfolio value in our three-part value framework for advice, which includes portfolio, financial, and emotional outcomes. Financial advice can improve portfolio diversification.
The value proposition of advice has continued to rapidly change. The Vanguard Adviser's Alpha concept outlines how advisers can add value, or alpha, by providing relationship-oriented services - such as cogent wealth management via financial planning, behavioural coaching and guidance - as a primary objective of the value proposition.
16 Aug 2018
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