People Moves Related to "Vanguard is finally flavoring its 'vanilla' robo-RIA with 99.7% lower minimum, a 25 basis-point 'active' version -- and 'personalized coaching,' albeit provided by a robot"
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New Vanguard CEO hires 10th non-Vanguard exec, a fellow BlackRocker • MaxMyInterest goes up-market with yacht loans • Ron ‘Omani’ Carson is offering post-materialism soul recovery for $8,500 a month
Feb 14, 2026Vanguard seems to be erring toward new blood, though it was never purely old blood • RIA cash manager floats products to ultrahigh-net-worth • The former LPL top seller now sells wealth acquisition methadone
Vanguard quietly makes two definitive moves -- replacing its rookie chief legal officer after a year of legal scrapes, and naming leaders of its 'parallel' plan to split fund management into two teams
Sep 12, 2025The Malvern, Pa. firm poached Principal's CLO, Natalie Lamarque, while Glenn Booraem and Carolyn Cross will head the newly created investment management teams
Bain Capital plays talent card to replace Envestnet's take-private CFO Josh Warren • Vanguard nabs new exec to figure out alts, it seems • Robinhood opens football bets, then sues • Advisor CRM's 'AI' catch-up • SEC delays Trump ETF date • ETFs explode in number
Aug 27, 2025After 11 years at Nuveen, Bill Stout is Vanguard's alts man of the moment • Betting a 'no-brainer' for Robinhood exec. • Bain Capital protegé is new Envestnet CFO • CRM shop adds AI to keep up with CRM Joneses • SEC prevaricates over controversial Trump ETF • 640 ETFs launched in 2025.
Vanguard sued by direct-indexing founders for allegedly cajoling a deal for Just Invest where the payoff came from hitting targets that the fund giant, allegedly, impeded -- actively and passively
Jul 17, 2025The Malvern, Pa., asset manager has yet to answer the claims, but the suit's acrimony could lead to a public relations black eye.
RIA Quick Takes: Orion deepens DFA embrace by using it as portfolio manager-inside-ETF ~ Hardship withdrawals surge at Vanguard and Fidelity ~ Schwab hires 400 ~ Fidelity flips six funds into ETFs ~ Kitces makes list before Christmas ~ Amit Dogra has $1 billion of good news from his new Portland gig
Dec 3, 2022Americans are struggling, though jobs are plentiful; Larry Fink's ESG zeal costs BlackRock another client, just as the Vatican issues ESG guidance; UBS says we didn't like you anyway to mass affluent and Michael Kitces and Craig Iskowitz join forces.
UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture
Jul 16, 2022Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.