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Vanguard is one of the world’s largest asset managers, offering a diverse range of low-cost, high quality mutual funds, ETFs, advice and related services. Our mission is the same as it is everywhere: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Vanguard Investments

September 18, 2019

Assessing The Value Of Advice

In this new paper, Vanguard researchers introduce a three-part framework for measuring the value of financial advice to investors based on portfolio, financial, and emotional outcomes. The paper uses data-driven metrics to illustrate the framework and highlight the breadth of what constitutes value in an advisory relationship.

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