Transcription of Putting a value on your value: Quantifying …
{{id}} {{{paragraph}}}
The value proposition of advice is changing. The nature of what investors expect from advisors is changing. And fortunately, the resources available to advisors are evolving as well. In creating the Vanguard Advisor s Alpha concept in 2001, we outlined how advisors could add value , or alpha, through relationship-oriented services such as providing cogent wealth management via financial planning, discipline, and guidance, rather than by trying to outperform the market. Since then, our work in support of the concept has continued. This paper takes the Advisor s Alpha framework further by attempting to quantify the benefits that advisors can add relative to others who are not using such strategies.
The value proposition of advice is changing. The nature of what investors expect from advisors is changing. And fortunately, the resources available to …
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document:
{{id}} {{{paragraph}}}
Expected, 300 mg/L, Expected value, Value Proposition to the Customer Value, BASICS OF CREDIT VALUE ADJUSTMENTS AND, Basics of Credit Value Adjustments and Implications, Value, Applying IFRS: Fair Value Measurement, 2. TIME VALUE OF MONEY, University of Scranton, Time value of money, June 2009, Building value in your company