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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

My colleague Eric Unis wrote a column called the Vanguard Effect way back in 2016. What advice would you give to a recent college grad interested in a career in wealth management or personal financial guidance? You know, this guy isn’t gonna be rattled by a market sell off or a crisis. That was almost 10 years ago.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Papers he co-authored on retirement income sustainability won the 2008 and 2010 Certified Financial Planning Board of Standards and International Foundation for Retirement Education Best Paper awards, respectively.

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