Remove 2028 Remove Retirement Planning Remove Strategic Planning
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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. But by 2028, we’ll put the goal out there that every level of leadership should look just like the rest of Vanguard. We made the choice of, you know, we’re going to eliminate that legacy.

Clients 279
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The Impact of AI on Wealth Management

WiserAdvisor

According to Deloitte, these tools are expected to be the primary source of advice for retail investors by 2027, with their adoption reaching nearly 80% by 2028. AI offers automation, and this automated financial planning helps firms eliminate manual tasks like drafting emails and organizing client meet-ups.