Vanguard acquires Altruist to expand financial advice reach
The AI-forward wealth technology platform will operate independently while integrating with Vanguard’s custody systems to serve more advisors and investors.
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Investment management and financial services company
investor.vanguard.comLast updated
In short: Vanguard acquired Altruist, reported Investor Choice growth, and planned a $2.5 billion Vietnam investment.
The AI-forward wealth technology platform will operate independently while integrating with Vanguard’s custody systems to serve more advisors and investors.
He succeeds retiring Mark Loughridge; John Murphy becomes Lead Independent Director.
Nagar will succeed Joe Brennan, who retires after over three decades at the firm.
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