​Financial planners need to play a key role in providing holistic guidance to baby boomers to meet these clients’ needs by shifting from being asset managers to lifestyle managers.

​When clients act on unaddressed fear during a bear market, it can lead to poor decisions and damaging effects on their future.

​Philanthropy is more than responding to individual solicitations with one-time gifts. It is strategic, built for long-term impact, and aligned to a purposeful mission.

Self-study exam based on the Journal of Financial Planning, July 2020 Issue

Join Paul Bosse, CFA, principal in Vanguard Investment Strategy Group, to learn how you can add value or alpha using the Vanguard's Advisor's Alpha concept.

What do you do when you discover that one of your clients has a diminished mental capacity?

Using Vanguard's Advisor's Alpha research, this presentation focuses on helping financial planners quantify the ways to add value for clients through relationship-oriented services that can go beyond market out performance.

​As clients' needs change, our role as planners must evolve as well.

Most Americans are not saving enough for retirement.

For financial planning to continue to emerge as a true profession, we must ensure that our best practices are based on the best available science, rather than custom and received wisdom.