03.04.19
Vanguard Wants to Turn Your Portfolio Advisor into a Life Coach
by: Sarah Ponczek; Rachel Evans
Exchange-traded fund (ETF) issuers like Vanguard are promoting model portfolios to advisors. The move is a bid to gain more sway over which ETFs the advisors recommend to clients. The appeal for advisors, the providers say, is they can spend more time meeting a growing demand of their job: coaching clients through periods of uncertainty.
Read the full article on Bloomberg