In 2024, Vanguard launched the Adviser Research Centre (ARC) to support UK and European financial advisers with practical insights and tools. One year on, what have we learned that’s made the biggest difference to advisers and their clients?

In this session, Sebastian Lewis, CFA, will share the most impactful lessons from ARC’s first 12 months—focusing  on the insights that directly improved investor outcomes. Key themes include the enduring power of Adviser’s Alpha, Vanguard’s framework for adding value beyond investment selection, which remains central to its mission after 25 years.

We’ll also explore fresh perspectives on the Great Wealth Transfer, the role of behavioural coaching in guiding clients through uncertainty, and the continued importance of indexing in building resilient portfolios. How have advisers applied these insights in real-world practice? What strategies are proving most effective in today’s evolving landscape?