Articles tagged "Karin Risi"
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Karin Risi, who built $170-billion Vanguard Personal Advisor Services, takes new role and Matt Benchener is taking her spot as head of US retail for the $6.3 trillion manager
Risi now heads planning and still directly reports to CEO Tim Buckley and her 34 year-old understudy, Benchener gets her job at year's end.
December 4, 2020 at 2:56 AM
Vanguard Group's econo-RIA chief will now report to her CEO as unit hits $5 billion, gains steam
Bill McNabb wants a direct line to Karin Risi as Vanguard Personal Advisor Services hits $5 billion of AUM
March 10, 2015 at 7:13 PM
How exactly Vanguard Group -- with a dash of robo and lots of mojo -- went from a virtual unknown in wealth management to posing a threat to Merrill Lynch
The fund giant has 250 CFPs on staff for VPAS in Malvern, Charlotte and Scottsdale and virtually no minimum or maximum client size
July 14, 2014 at 12:00 AM
How Vanguard Group's robo-countering effort got to $1.3 billion of AUM so easily and why its future seems bright
Executed almost shyly, the hints-of-vanilla Malvern indexing giant is the unlikely Silicon Valley nemesis in automated services
