Vanguard has acquired wealth management platform Altruist in only the firm’s second acquisition, marking a significant expansion of its advisory strategy. The deal also makes Vanguard a custodian, adding new infrastructure as it pushes to broaden access to financial advice.
The acquisition signals Vanguard’s intent to extend its reach in advisory services, where it offers relatively low-cost pricing of 5 to 25 basis points depending on account minimums. Salim Ramji said advice has become a “luxury” and that Vanguard aims to make it more accessible to more people. Most of Vanguard’s advisory clients have historically been existing Vanguard fund investors rather than new external clients.
Vanguard Acquires Altruist in Rare Deal to Expand Advisory Business
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