Vanguard to Pay $950K Over Cost Basis Errors in Client Docs
By Dinah Wisenberg BrinTechnical issues led to errors on millions of statements over more than a decade, FINRA said.
September 01, 2026
Orion Adds BlackRock, Fidelity and Vanguard to Tailored Allocation PortfoliosThe strategies enable advisors to gradually migrate assets for clients with concentrated positions or tax sensitivities into model portfolios.
September 01, 2026
Altruist Acquisition 'Rhymes With Vanguard's Mission,' CEO Ramji SaysThe deal helps solve the supply-demand gap for advice, the Vanguard chief told Creative Planning CEO Peter Mallouk.
August 28, 2026
Advisors Weigh Vanguard Deal, On and Off Altruist's PlatformSome see a credibility boost and new competition for Schwab and Fidelity; others fear Altruist could lose its edge.
August 26, 2026
Why Vanguard's Altruist Buy Is a Big Deal for RIAsThe $4.6 billion deal is the "biggest structural move for RIA custody in years," William Trout of Datos Insights says.
August 26, 2026
Vanguard to Buy Wealth Platform Altruist as It Expands in AdviceVanguard, known mostly for its low-fee index funds, will add Altruist's wealth technology and custody platform.
August 21, 2026
Top 10 Dividend ETFs for Passive Income: Morningstar, 2026These funds practice very different strategies and can behave very differently from one another, Susan Dziubinski points out.
August 12, 2026
Vanguard Launches Custom Model PortfoliosThe asset manager's offering allows advisors to adjust existing models to match client preferences.