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Private Wealth Daily
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Beverly Goodman

In network coverage since August 14, 2026 · 7 stories
Network coverage
RIA

Vanguard tells advisors to separate election emotion from allocation decisions

On a Vanguard webcast, Rachel Aguirre expects a wave of client calls after Election Day, and Ben Barasky wants advisors to sort real policy from campaign rhetoric before touching allocations.
M&A · Sep 22Vanguard buys the last pillar of custody revenue
RIA · Sep 22Schwab bought AI access; Altruist owns the client record
The Close · Aug 31Altruist's $4.6 billion cash sale resets the exit math for startup custodians
The Close · Aug 28Vanguard's Altruist bet resets the custody race
Deals & PE · Aug 26Vanguard's Altruist buy is a bet on tax season
RIA · Aug 14Vanguard hires Beverly Goodman to court RIAs
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