Webcast excerpt
Making advice accessible
February 29, 2024
As markets shift and investors try to maintain a long-term view toward their investment goals, Vanguard CEO Tim Buckley explains how advice can help them climb to the summit.
This excerpt is one in a series featuring key takeaways from Vanguard’s A Look Ahead to 2024 webcast.
A Look Ahead 2024: Advice at Vanguard
Read the transcript
Tim Buckley: One place I should mention for clients that if they’re worried about volatility, what that should look like market to market, they’re getting stressed out about it, a few people have asked—more than a few—about advice and the advice programs at Vanguard. And people ask, “Why do we come to the website? I see advice is prominent." Because we believe in it. We believe it is the best way we can help people hit their long-term investment goals.
A client’s success is determined by the funds they hold—and you’ve heard me say this—the funds they hold and the advice they get on those funds. [For] close to five decades, Vanguard’s focused on giving people the highest-quality, lowest-cost funds out there. We’re trying to do the same on the advice side, where we can raise the quality, lower the price, make advice so accessible [that] it becomes the default way of investing for people.
Related content:
- Delivering powerful advice
- The buoyancy of bonds (webcast excerpt, issued February 2024)
- How to recover the lost art of disciplined investing (article, issued February 2024)
Notes:
All investing is subject to risk, including the possible loss of the money you invest. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account.
Vanguard’s advice services are provided by Vanguard Advisers, Inc. (“VAI”), a registered investment advisor, or by Vanguard National Trust Company (“VNTC”), a federally chartered, limited-purpose trust company.
The services provided to clients will vary based upon the services selected, including management, fees, eligibility, and access to an advisor. Find VAI’s Form CRS and each program’s advisory brochure here for an overview.
VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.
