Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product
The Big Picture
MAY 13, 2025
So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct? And there were multiple iterations before personal advisor, personal advisor, which we launched in 2015. That’s the offer you just referenced.
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