RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

At Inside ETFs, Vanguard CEO skipped over ETFs to get to a hotter topic -- mass delivery of financial advice

In his first public speech, Tim Buckley warned that asset managers no longer have the target on their backs -- but advisors do

Author Graham Thomas January 30, 2018 at 10:13 PM
1 Comment
no description available
Tim Buckley: With mutual fund fees coming down, the highest fee is the advisory fee itself.

Conferences

|

ETFs


Steve

Steve

January 31, 2018 — 11:13 PM
Totally agree that hybrid human / digital collaborative planning is coming and it will enable better education & guidance at scale. You can see our work around this for retirement planning here: <a href="https://www.newretirement.com/" rel="nofollow">https://www.newretirement.com/</a>

Related Moves

May 15, 2024 at 12:48 AM

During CEO Tim Buckley's waning months, Vanguard is imposing fees that may affect its older investors, while hand-off to Ascensus of certain IRA and 401(k) products also comes with some sticker shock

The Malvern, Pa., giant transferred SEP IRA and 401(k) assets to its recordkeeper, which immediately imposed new fees, while Vanguard's new pricing schedule includes a commission to phone in Vanguard fund sales or purchases

May 2, 2024 at 1:27 AM

Tim Buckley sends shockwaves by retiring as Vanguard CEO after adding $750 billion per year during his stay in the executive suite

The 54 year-old lasted just over six years in the job, delivered on targets, but he also made head-scratching decisions and never solved its technology woes

March 1, 2024 at 3:35 AM

Oisín's Bits: Betterment now a robo roll-up with Canadian IPO as catalyst • Insurers risk regulation for COVID-19 coverage delays • Vanguard shifts Asia focus to China's vast mom-pop retail market

Betterment rolls up a robo • The CFA warns insurers over COVID-19 life polices • Vanguard names Chinese fund head to pursue $6 trillion market.

March 5, 2021 at 1:16 AM

See more related moves

Mentioned in this article:

CLS Investments, LLC
TAMP
Top Executive: Todd Clarke



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.