With year-end conversations looming and market volatility ongoing, use our portfolio review checklist to keep clients on track to meet their investment goals and boost their confidence heading into 2023.
Market volatility can accelerate portfolio drift – but is that a reason to rebalance? Here we outline the common rebalancing approaches and key considerations for advisers when it comes to best practice.
Read Vanguard's latest monthly summary of the flows, liquidity and trading activity in the European ETF market.
Multi-asset portfolios can offer an all-weather solution for investors who stay the course.
David Hsu, senior equity index and ETF product specialist, Vanguard Europe, examines what qualities an ETF must have to ensure clients have the best chance of meeting their objectives over an investing lifetime.
Periodically, pundits declare the death of the 60% stock/40% bond portfolio. Their voices have grown louder lately. But based on history, balanced portfolios are ready to prove the naysayers wrong, again.