Deals
Vanguard Inks $4B of Private Debt for Altruist Deal

Vanguard announced plans to acquire Altruist in August.
Summary as published by WealthManagement.com
More on Vanguard
Vanguard hub →WealthManagement.com · Nov 11, 3:41 PM ET
Vanguard Says Tax-Loss Inflows to Muni ETFs Likely to StickAdvisorHub · Nov 11, 9:42 AM ET
Vanguard Says Tax-Loss Inflows to Muni ETFs Likely to StickRIABiz · Nov 10, 6:59 PM ET
Vanguard just scored a $4-billion private placement to close its $4.6-billion Altruist deal by year's end, but it comes with at least a $200-million annual drag on its legendary at-cost modelFinancial Advisor IQ · Nov 10, 11:00 AM ET
Investors Pile into Defensive Stocks amid Fears AI Bull Market May Be Over
More on Altruist
Altruist hub →RIABiz · Nov 10, 6:59 PM ET
Vanguard just scored a $4-billion private placement to close its $4.6-billion Altruist deal by year's end, but it comes with at least a $200-million annual drag on its legendary at-cost modelInvestmentNews · Nov 10, 1:00 PM ET
Altruist launches AI financial planning agent
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