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Vanguard to Broaden Private Equity Access to Qualified Individual Investors

Vanguard to Open New Office in Dallas

Vanguard to Open New Office in Dallas News provided by Share this article Share this article VALLEY FORGE, Pa., May 14, 2021 /PRNewswire/  Vanguard today announced plans to open a new office in the Dallas-Fort Worth region in early 2022. In alignment with the firm s commitment to making advice more accessible and affordable for investors, the new location will be dedicated to supporting all aspects of its growing advice businesses. Vanguard has long focused on advice and the value it provides investors in the U.S. and around the world, whether it is delivered directly by Vanguard or through independent financial advisors using Vanguard s products and services. The new location will support the continued growth of Vanguard s advice businesses, capitalizing on the region s vibrant pool of advisor, UX, and IT talent. To start, the new hub will be staffed by financial advisors aligned to the firm s leading virtual advice offer, Personal Advisor Services, as well as IT professiona

Vanguard Broadens Access to Low-Cost Institutional Target-Date Funds

Share this article Share this article VALLEY FORGE, Pa., Dec. 11, 2020 /PRNewswire/  Vanguard is continuing to lower the cost of investing by broadening access to Vanguard Institutional Target Retirement Funds (TRFs). Effective immediately, the plan-level minimum investment requirement has been reduced to $5 million from $100 million, enabling more 401(k) and 403(b) plan sponsors to offer these low-cost, broadly diversified options to their retirement plan participants. The average expense ratio of Vanguard s index-based Institutional TRFs which mirror the glide path and asset allocation of Vanguard Target Retirement Funds is 0.09%, 85% lower than the industry average 1. Whether it be through technology-driven innovations, leading advice solutions, or world-class fund offerings, Vanguard works tirelessly to improve outcomes for plans sponsors and their  participants, said John James, managing director and head of Vanguard Institutional Investor Group. When it comes to peopl

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