The regulatory environment continues to evolve and the demands on an advisor’s time have never been higher. The latest Vanguard research shows investors are looking to their advisor to manage their total wealth while simplifying their investment life. How are successful advisors creating value in their business in this evolving environment? The answer is simple; they are freeing up time by streamlining investment management activities by employing active and passive investments in a Core-Satellite approach to model construction. Time saved can be used to develop new client relationships and deepen existing ones.

Aaron Olson, Regional Director from Vanguard will discuss the new regulatory landscape and explore how to create value in your practice using a Core-Satellite approach to portfolio construction that combines passive with active to provide your clients a more predictable experience.