Vanguard Group to open CFP-poaching battle front in Schwab-Fido-Pershing backyard, after its human RIA grows AUM 72% to $231 billion
News, Vision & Voice for the Advisory Community The Malvern, Pa, manager of $7.5 trillion moves aggressively on Dallas metro area where its big rivals employ tens of thousands, showing Vanguard CEO Tim Buckley's faith in the RIA business model Comments Vanguard Group appears ready to make a major commitment to its Vanguard Personal Advisor Services robo (VPAS) by dramatically expanding its bolt-on human advisor contingent--in the backyard of its biggest competitors. The Malvern, Pa, manager of $7.5 trillion-plus is eyeing a major expansion in the Dallas/Fort Worth area, where Charles S...
Source: riabiz.com