With McKinsey helping to up its 'efficiency,' Vanguard Group does eye-opening client acquisition deal with American Express that layers a big fee onto financial planning offering that the two firms roughly split
The New York card company will charge 50 basis points for Vanguard advice then share half that revenue with Vanguard.

George Papadopoulos
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April 29, 2025 at 2:51 AM
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April 18, 2025 at 2:26 AM
2025 will be the year of 'Under New Management' in RIA business, after 2024 brought profusion of CEO-level fires, hires and deals
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January 2, 2025 at 10:49 PM
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The New York City consulting giant quietly made the Orion founder and ex-CEO a McKinsey senior advisor two months after he stepped down last year.
May 30, 2024 at 1:35 AM
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