The acquisition is only the second ever for the 51-year-old company as it tries to expand beyond index-fund fees.

Historically, the economics of RIA custody rested on three main pillars: Ticket charges on trades, various revenue sharing ...

Asset-management giant Vanguard wants to be bigger in wealth management, and on Wednesday it took a step toward that goal by agreeing to acquire Altruist, a fintech company that provides technology ...

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Marco De Freitas joins from Vanguard to lead operations, technology and AI strategy at the wealth management firm ...

Research released by Vanguard at Future Proof found that while AI adoption is widespread, advisors are mainly using the ...

Envestnet has announced an expanded relationship with Vanguard to integrate the investment management company's Advisor's Alpha framework into Envestnet's Wealth Management Platform, pairing it with ...

Aug 26 : Vanguard Group said on Wednesday it would acquire fintech platform Altruist, giving the asset manager greater access to independent financial advisers and expanding its wealth-management ...

The sale brought the stake to approximately 2.52% of MorganRosel Wealth Management’s reportable AUM. Top holdings after the filing: NYSEMKT: VTI: approximately $47.95 million (about 18.9% of AUM) ...

The fund management world has long been defined by enduring battles: value vs. growth, gold’s role in a portfolio, and arguably the biggest of all, passive vs. active management. For decades, Vanguard ...

Vanguard Digital Advisor offers convenient automated investing tools for beginner and hands-off investors, but its lack of ...