Vanguard sets an April 1 sell-by-date for some RIA clients to downgrade service or pay $300 upcharge, part of a concerning ‘MBA-ization,’ analyst says


The $7.2 trillion Malvern, Pa, money manager grew its RIA to a staggering $300 billion in eight years, but it’s ready to crack down on investors who get premium service with pedestrian investment balances.

Author Lisa Shidler November 22, 2023 at 1:14 AM
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