And Vanguard agreed to dismiss their claims.Here is the link to the article about the Vanguard Ultra-High net worth advisor who was poaching $25 million dollar clients. He feathered his nest by using his expense account to visit numerous wealthy clients in their homes to cultivate deeper relationships before he jumped ship.
https://www.advisorhub.com/vanguard-dou ... w-advisor/
https://www.msn.com/en-us/money/savinga ... r-AA1hKQPJ
Statistics: Posted by anagram — Thu Jul 18, 2024 12:52 pm — Replies 91 — Views 17846