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JPMorgan files ADV for launch of call-center RIA led by former Vanguard Group call center head with blunt disclosures about who gets to manage the assets

The New York City white-shoe wealth manager is finally branding mass market fiduciary advice from office space in Phoenix

Author Brooke Southall November 4, 2021 at 6:28 PM
1 Comment
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Kristin Lemkau: We are still nascent in providing video and phone-based advice to clients who prefer to be served that way all the time.



Vanguard Personal Advisor Services

Brian Patrick Murphy

Brian Patrick Murphy

November 4, 2021 — 8:10 PM
Another interesting development, but again conflicted to the point of being a non-starter when fees are considered. World needs non-conflicted, holistic advice at-scale, but that's not the direction any of these players are intent on going. More opportunities for others.

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