Over the next two decades, $84 trillion in wealth is expected to change hands. Vanguard sees this as an opportunity for advisors to deepen client relationships and strengthen their businesses through wealth transfer planning. For this reason, the XI Investment Summit by Funds Society will be the ideal occasion for the global asset manager to present its Advisor’s Alpha approach, coinciding with the 25th anniversary of this service model.
The event, scheduled for May 15–16 at the PGA National Resort in Palm Beach, is aimed at professional investors covering the U.S. Offshore market in South Florida.
In a presentation titled “Connecting and Strengthening Client Relationships for the Future”, Colleen Jaconetti, Senior Manager at Vanguard’s Investment Advisory Research Center, will reflect on the origins of the Advisor’s Alpha approach, its impact on the advisory industry, and its role in improving outcomes for both advised clients and advisory practices.
Over the past 25 years, Vanguard and the investment advisory community have maintained a close collaboration, with advisors widely adopting the Advisor’s Alpha framework, the firm stated in a press release. This collaboration has led to a significant transformation in how advisors manage client portfolios.
Vanguard believes that advisory practices have shifted toward more transparent and value-added activities, resulting in significantly improved investment outcomes for advised clients and stronger performance for advisory businesses, while expanding the addressable market for advice. The widespread adoption of this approach has brought greater focus to asset allocation, fund selection, financial planning and wealth management, and behavioral coaching—leading to better results.
About Colleen Jaconetti
Colleen Jaconetti has more than 25 years of experience in the financial services industry and has spent nearly her entire professional career at Vanguard. She currently serves as Director of the Investment Advisory Research Center. Prior to this role, she was Director of Investment and Retirement Income Research within the Vanguard Institutional Investor Group, where she led the development and positioning of Vanguard’s holistic retirement income offering for defined contribution plans, including thought leadership, services, advice, and products.
She also led the global Retirement Income Research team within the Vanguard Investment Strategy Group, conducting research and providing thought leadership on retirement accumulation and decumulation. Earlier in her career, she worked as a financial planner in Vanguard’s Personal Financial Planning and Advice Services departments, creating comprehensive financial plans and supporting the development of Vanguard’s advisory products and services.
She holds a degree in Mathematics, an MBA from Lehigh University, and is both a CPA and a CFP®.
Founded in the U.S. in 1975, Vanguard is one of the largest investment management firms in the world, with a presence in Europe, Australia, Asia, and the Americas. Its mission is to champion all investors, treat them fairly, and give them the best chance for investment success.
