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.
Orion partners with AdvisoryWorld and Mineral Interactive to launch "Catalyst" for TAMPs, Apex partners with InvestCloud, and the rest of the week's wealthtech news.
How will Tim Buckley handle a world in which cheap market-tracking index funds are everywhere?
LPL release details of Mutual Fund Only platform, investors' bullish sentiment is waning, and FBI investigates a North Carolina firm.
Vanguard Chief Executive Bill McNabb will step down at the end of the year and be replaced by Chief Investment Officer Tim Buckley.
