Brian Concannon, CFA | Source | Head - Digital Advisor & Mass Affluent Advice at Vanguard
Brian Concannon, CFA
Brian is the Head of Digital Advisor and Mass Affluent Advice at Vanguard, a community of 50 million who think—and feel—differently about investing.
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Vanguard
Head - Digital Advisor & Mass Affluent Advice
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Vanguard Reduces the Minimum Amount Required to Access Its Investment Platform, Digital Advisor - Funds Society
Vanguard has announced a reduction in the minimum investment amount for its automated investment platform, Digital Advisor, lowering it from $3,000 to $1,001. In doing so, the asset manager aims to expand access to its digital advisory service for investors interested in managing their financial goals online. Vanguard Digital Advisor, launched in 2020, offers a…Continuar leyendo
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Lowering the investment minimum for Vanguard Digital Advisor is an important step in our effort to expand investor access to advice and empower them earlier in their financial journey. We believe that advice strengthens investors’ ability to manage their personal finance and investment needs and can lead to better investment outcomes.
