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VALLEY FORGE, PA — Financial advisors are adopting artificial intelligence and portfolio-management tools to reduce administrative work, but 72% still want more time for prospecting and strengthening client relationships, according …
Vanguard Survey Finds Advisors Still Short on Client Time Read More
VALLEY FORGE, PA — Vanguard ranked third for website experience and fourth for mobile app experience among 17 retirement plan providers in J.D. Power’s 2026 study, putting both of its …
Vanguard Digital Tools Outpace Retirement Plan Average Read More MALVERN, PA — Vanguard is supplying the investment simulation for a new national high school competition that will put students through long-term portfolio decisions and real-world financial scenarios before a …
Vanguard Backs National Investing Contest for High Schoolers Read More VALLEY FORGE, PA — Vanguard is rolling out a redesigned U.S. investor website over the coming months, restructuring account, performance and portfolio information as the asset manager seeks to make …
Vanguard Overhauls Website as Investor Rollout Expands Read More VALLEY FORGE, PA — Vanguard’s first index mutual fund turned 50 on Aug. 31, marking five decades since a poorly received $11.3 million launch helped set in motion an investment …
Vanguard Index Fund Hits 50 After Reshaping Investment Costs Read More VALLEY FORGE, PA — Vanguard agreed to acquire wealth technology and custody platform Altruist in a deal that would deepen the asset manager’s ties to independent financial advisors and expand …
Vanguard to Acquire Altruist, Expanding Advisor Reach Read More VALLEY FORGE, PA — Vanguard has introduced customizable model portfolios for financial advisors, expanding its wealth-management offering with tools designed to let firms tailor investment strategies to client preferences without …
Vanguard Adds Custom Models to Scale Advisor Personalization Read More VALLEY FORGE, PA — Wellington Management, Vanguard and Blackstone (NYSE: BX) launched two closed-end funds through Bank of America’s wealth platforms, widening access to portfolios that combine publicly traded securities …
Vanguard Expands Into Private Markets With New Fund Alliance Read More VALLEY FORGE, PA — Vanguard will install former Lazard Chief Executive Kenneth Jacobs as nonexecutive chairman on Jan. 1, 2027, while naming Coca-Cola finance chief John Murphy lead independent director …
Vanguard Names Jacobs Chairman as Loughridge Retires Read More VALLEY FORGE, PA — Vanguard has introduced a free investment simulation for high school classrooms as more states require personal finance education for graduation, expanding the firm’s effort to provide …
Vanguard Expands Financial Education Push With Free High School Investing Simulator Read More