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Joel Fried and Al Mordecai: Vanguard Fund Managers Upholding the Culture at Primecap Management

January 31, 2024

Two veteran managers of the Vanguard Primecap Fund discuss the firm’s storied history, how they run money, and more.

Source: morningstar.com

April 26, 2023

Dozens of advisors have already left First Republic for other firms, even though the bank says it has retained 90% of its wealth management assets.

Source: wealthmanagement.com

March 31, 2023

A round-up of people moves and M&A deals across North America

Source: international-adviser.com

March 28, 2023

Marchetti Porter Wealth Partners left First Republic for Rockefeller Family Global Office, a rival destination for advisors leaving wirehouses.

Source: investmentnews.com