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What Vanguard's New Advice Unit Could Mean for Clients: Morningstar
News January 29, 2025 at 04:02 PM
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What You Need To Know
- Vanguard's advice efforts are more organized now, Daniel Sotiroff noted.
- The new service may appeal more to hands-off clients, he said.
- Sotiroff sees little incentive for a big Vanguard overhaul.
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