Vanguard's New AI Tool Helps Advisors Write Custom Market Notes for Clients
By John ManganaroThe tool creates summaries of the firm's insights that can be tailored to clients' financial acumen and life stage.
April 21, 2025
Vanguard Launches Two New Fixed Income Model PortfoliosVanguard's first dynamic asset-allocation fixed income models seek to outperform cap-weighted benchmarks.
April 15, 2025
Wellington, Vanguard, Blackstone Collaborate on New Multi-Asset Investment ProductsThe three firms' initiative aims to give investors access to institutional-caliber opportunities.
April 07, 2025
Fidelity, Vanguard Launch Bond ETFsFixed income ETFs are gaining ground in portfolios, a Fidelity analysis found.
April 01, 2025
DFA Updates ETF Share Class Application After 'Productive' SEC TalksThe agency's acting chair said he was prioritizing review of applications for the Vanguard-style arrangement.
March 28, 2025
This New-Job Mistake Could Cost Clients $300,000 in RetirementMid-career professionals can derail their savings if they miss one important step, Vanguard's Fiona Greig says.
March 28, 2025
Vanguard Explores Partnerships to Offer Private Market AssetsVanguard is said to have held preliminary talks with Blackstone and Carlyle Group.
March 24, 2025
Vanguard to Launch Multi-Sector Bond ETFThe new active ETF will mirror a Vanguard bond mutual fund.