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Private Wealth Daily
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Salim Ramji

Vanguard Group · Reported Oct 23
In network coverage since August 18, 2026 · 8 stories
Network coverage
RIA

Vanguard auto-enrolls $1M–$10M self-directed clients in Flagship

The letter restores a dedicated consultant, and non-Vanguard funds now count toward the $1 million minimum.
Practice management · Oct 22Vanguard auto-enrolls $1 million–$10 million clients in Flagship
Practice management · Aug 28Vanguard's Altruist deal is a contract window for advisors
M&A · Aug 28Vanguard's $4.6B Altruist bet is a culture test
Practice management · Aug 26Vanguard ownership turns Altruist renewal into the real test
Practice management · Aug 26Altruist's new owner brings an advice agenda
Products & portfolios · Aug 18Vanguard opens four model portfolios to outside fund choices
The Close · Aug 18Vanguard bends to RIAs, and John Bogle's ghost winces
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