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The firm on Monday elevated Scott Nuttall and Joe Bae, two veteran executives in their 40s, to the newly formed roles of co-presidents and co-chief operating officers, responsible for day-to-day operations.

Morningstar weighs in on the new Vanguard CEO, UBS puts wealthy clients in an impact fund backed by Bono, and marketing and education platform Harvest is now offering CFP continuing education classes.

How will Tim Buckley handle a world in which cheap market-tracking index funds are everywhere?

Vanguard Chief Executive Bill McNabb will step down at the end of the year and be replaced by Chief Investment Officer Tim Buckley.

Burton Malkiel joins the investment committee of ETF Industry Index, Mercer acquires Wealth Design Services, and Stash raises $40 million.

The Beverly Hills group caters to clients and lifestyles in the village known for Hollywood stars and UHNW families.

The popular markets opinionator will continue to publish his investment commentary alongside Leuthold's popular "Green Book."

The expected deregulation to come from the Trump administration is making banks more interesting while it's getting harder to make money in hedge funds.

The Avente Capital Partners I LP, with about $28 million in assets, plans to make opportunistic investments in a variety of real estate sectors.