Report : DC Retirement | August 24, 2022

The value of personalized advice

Using four hypothetical case studies, a new Vanguard research paper, The Value of Personalized Advice, provides insights into how to think about and measure the value of financial advice for individual clients.


  • All investing is subject to risk, including the possible loss of the money you invest.
  • Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.