Articles tagged "Vanguard Advice & Wealth Management"
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Ready to really take on Schwab and Merrill Lynch, Vanguard quantifies 'meaningful' value that financial advisors deliver 'beyond portfolio performance' in code shift
The Malvern, Pa., asset manager -- long a DIY advocate -- is busy launching its new 'wealth' divison under Joanna Rotenberg.
July 8, 2025 at 1:22 AM
2025 will be the year of 'Under New Management' in RIA business, after 2024 brought profusion of CEO-level fires, hires and deals
First seven CEOs were replaced, then myriad big HR dominoes fell as Vanguard, Schwab, Envestnet, InvestCloud, LPL, Cetera and Orion all switched out CEOs and presidents