Behind our passion for advice: Better outcomes for everyone
Here’s a radical idea: Measure the success of your business by the success your clients are able to achieve.
From the beginning, we’ve set out to serve the needs of those looking to build a better financial future. Our mission—to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success—guides every action we take and every decision we make. Aligned with that mission is ensuring that every one of the 30 million investors we serve directly, through a 401(k) plan, or through an outside advisor has the support needed to reach that investor’s goals.
Now more than ever, we see investors’ long-term success tied not only to the funds they use but also to the advice they receive. For more than 40 years, we’ve been champions in the mutual fund industry for accessibility, affordability, and alignment with clients’ interests. This has enabled investors to keep more of what they earn and to more easily reach their financial goals. We aim to do the same for financial advice.
Read my full post here.
Founder @ V-TechVision Dynamics | Graphic Design, Website Design & Development, Digital Marketing, Business Development, Customized Business Solutions
9 个月Tim Buckley's perspective encapsulates a paradigm shift in the financial industry, prioritizing client success as the true measure of business accomplishment. By advocating for a client-centered approach, Vanguard pioneers a model where financial advice efficacy is paramount, underscoring their commitment to fairness, transparency, and empowering investors in their pursuit of long-term prosperity. Buckley's emphasis on accessibility, affordability, and alignment with clients' interests reflects Vanguard's dedication to democratizing investment opportunities. As Vanguard champions the cause of investors, it reinforces that true leadership in finance is rooted in a genuine commitment to their well-being. Thanks for sharing, Tim.
Accredited Investment Fiduciary? at James Heavey Wealth Advisors, LLC
1 年John Bogle would approve.
Tim, thanks for sharing!
Feminist advocate for rights & justice | Consultant: strategy, change management, advocacy, philanthropy, networks, & facilitation | Former ED & funder | Veteran of Girls Not Brides, ECFG, Connect US Fund, & UNICEF
3 年Here's a radical idea: improve your customer service so your clients can actually get their money. I am posting this here as a last resort after four calls to customer service and several emails. I sent my distribution request forms to Vanugard on 24 November, 2020. FIVE months ago. After not seeing anything for 2 months, and receiving my distribution request from another US-based retirement company, I called on 25 January to check the status of my distribution. I was informed that the check had been sent on 4 January 2021. I called again on 23 February. The agent said that nothing had been mailed on 4th January, but it. had been actually mailed on 27th January and had been returned, but she had no information why. The agent canceled the check. We double-checked my address, which is a UK address, and she made comment in the request to have the person mailing it make sure it was correct and it had correct international postage. I called again on 24 March, as I had not received the check. The agent confirmed there had been a stop pay re-issue in February, and the last check had been mailed on 26 February.? He issued a stop pay re-issue. I asked if he could personally ensure that the check was mailed to the correct address with the correct postage. He said he'd do his best and would send an email to me letting me know what he'd done the next morning. Guy said he’d send an email the next morning. I never heard from him. I called again on 20 April: the agent said that the stop pay re-issue had been issued on March 29 and the check mailed on April 4. This agent, Deb M. from the call center, said she would send the issue to management, and then put it on her calendar to email me back on 22 April with an update. Again, I didn't hear a word from her and still haven't seen the check. In the meantime, I have received a distribution from another retirement account and a USG treasury check at the same address in the UK with between 5-7 days in the mail, so there is NO problem receiving mail. If four checks have been returned to you, don't you want to know what is wrong with your system? Has anyone checked that they have international postage rates? Or that the entire address can be seen through the window? Or that the address is correctly printed (though almost anything will get here - the UK postal system is really good). Who knows? Because your agents can't answer or solve these problems, and nobody from management has responded. I am absolutely livid and horrified by this experience. I have to spend 30-45 minutes on hold every time I call, then another 45 minutes explaining to the agent that we've been through this FOUR times so there's no reason to just stop pay reissue again because clearly it doesn't work, and that's doing the same thing over and over and expecting different results. Last fall, I referred my dad to Vanguard for my nieces' college savings accounts. NEVER AGAIN. This is literally the worst customer service experience I've ever had. TWO agents said they would contact me with an update and then didn't. Can you please make sure that someone with the power to actually solve this problem is in touch with me? Many thanks.
The wait times to get to a customer service representative are incredibly frustrating to deal with. Also some of the tools such as the dollar to share calculator on stocks valued under a dollar does not calculate properly. I’m a brand new client but feel these are glaring issues. Thank you