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From portfolios to people: the evolution of adviser’s alpha

The path to client satisfaction and asset growth should follow an underappreciated route – relationship management. Financial advisers who develop deeper relationships are rewarded with referrals and client loyalty, writes Don Bennyhoff, senior investment manager at Vangaurd. Read more here Important information: This information is directed at professional investors and should not be distributed to, […]

Focusing on money - Magnifying glass over British pound notes.

Investment fraud ringleader jailed over boiler room scam

A fraudster described as the “controlling mind” of a series of boiler room scams that lost investors more than £2.8m was sentenced to 11 years’ imprisonment on Friday. Michael Nascimento was called the “instigator and the main beneficiary” of the fraud. His sentencing follows the sentencing of five other people involved in the same fraud […]

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Clients in the UK and the US: More different than alike?

About this time last year, Vanguard introduced our paper The evolution of Vanguard Adviser’s Alpha®: From portfolios to people in the United States. It explored our vision of the future of advice, and what advisers need to do in order to remain relevant and profitable. One of the more interesting (and controversial) findings of the paper was […]

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