Vanguard Strategizes Fixed Income, Wealth Management
Brent Beardsley, head of advisor solutions at Vanguard, talks market outlook, tax management and the evolution of wealth management.
Vanguard Principal Brent Beardsley joins the Advisor Insider podcast to offer an inside perspective on how and where the financial services conglomerate works with outside financial advisors while balancing a relationship with advisors working inside its Wealth Management Division.
On the markets, Beardsley says Vanguard sees an ideal opportunity to tap into the fixed-income strategies and highlights where and how direct indexing strategies can benefit certain investors.
The conversation with etf.com Wealth Management Editor Jeff Benjamin wraps up with a look behind the scenes of Vanguard’s planned buildout of the Wealth Management Division, including how Vanguard navigates potentially directly competing with financial advisors.
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