Vanguard Squares Off With Financial Advisors

Advisor Insider Podcast

Dec 17, 2024

Reviewed by: etf.com Staff

Edited by: Kent Thune

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In this episode of Advisor Insider, host Jeff Benjamin talks with Vanguard-watcher Jeff DeMaso about the Vanguard Group’s latest push into the wealth management space.

Plans to create an Advice & Wealth Management division from the existing advisory platform that already has more than $300 billion under advisement will present increased competition with the financial advisors buying low-cost Vanguard ETFs and mutual funds.

As DeMaso explains, Vanguard is not unique in directly competing with advisors, but if Vanguard’s low-cost reputation extends to the advice business, this will be a game changer.

Advisor Insider Podcast

Join etf.com’s Wealth Management Editor, Jeff Benjamin, and special guests from the ETF industry in discussions that cater to financial advisors seeking a deep dive into the world of investments and portfolio management! Guests will include financial advisors, ETF issuers, and representatives from across the financial services landscape, that will provide a comprehensive perspective on navigating the dynamic world of portfolio management. You can expect to hear industry experts share their insights on strategies, product utilization and the newest concepts shaping today’s wealth management. Tune in for practical wisdom, expert discussions and valuable takeaways to elevate your advisory practice.

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Vanguard Squares Off With Financial Advisors

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