Influencing Capital Allocation with Karin Risi
Masters in Business
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Vanguard's Evolution and Advisory Landscape
This chapter examines Vanguard's journey from its founding principles to a diverse range of investment products, including ETFs and personal advisory services, shaped by client demand. It emphasizes the crucial interplay between Registered Investment Advisors (RIAs) and Vanguard's strategy, exploring the dynamics of the fragmented RIA market and the challenges facing financial advisors. Additionally, the discussion highlights initiatives fostering women's leadership in finance, mentorship's role in career development, and the implications of increasing life expectancy on financial planning.
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