Discover the Value of Financial Advice

Quantifying the Value of Vanguard Adviser's Alpha

• The value proposition of advice is changing, as investors' expectations from advisers are evolving.
• Vanguard Adviser's Alpha™ concept was created in 2001 to outline how advisers can add value through relationship-oriented services.
• The concept focuses on providing cogent wealth management via financial planning, discipline, and guidance, rather than trying to outperform the market.
• Vanguard has been working on quantifying the benefits that advisers can add compared to those who do not use such strategies.
• The benefits can be used individually or in combination, depending on the strategy.
• "Putting a value on your value" is subjective and unique for each individual investor.
• The value of working with an adviser varies for different investors.
• Vanguard's research aims to help advisers understand and quantify the value they provide to their clients.
• The tools available to advisers are evolving to meet the changing expectations of investors.
• The nature of what investors expect from advisers is also changing.
• Vanguard's research supports the idea that advisers can add value through relationship-oriented services rather than solely focusing on market outperformance.
• The Adviser's Alpha framework provides a framework for advisers to enhance their value proposition.