TITLE

Vanguard Group Re-Vamps Financial Planning Services

AUTHOR(S)
Glover, Hannah
PUB. DATE
April 2006
SOURCE
Money Management Executive;4/24/2006, Vol. 14 Issue 16, p2
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article reports that Vanguard Group Inc., had announced a new one-stop shop for financial planning services in the U.S. The new one-stop shop will free 250,000 dollars to existing clients with 100,000 of new assets to the company. Clients are expected to start an online questionnaire pre-programmed to include their portfolio holdings.
ACCESSION #
20652457

 

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