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Vanguard Veteran Launches Fractional CIO Firm

Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 08, 2024

PEOPLE

Vanguard Veteran Launches Fractional CIO Firm

Don Bennyhoff, who was at Vanguard for nearly 23 years, hopes to differentiate his new firm by helping RIAs demonstrate their value beyond investment management.

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ALTERNATIVE INVESTMENTS

TPG, Apollo Prep Fund Launches for Retail Investors

In recent earnings calls, both alternative asset managers provided updates on their respective products as they plan to enter an increasingly crowded playing field.

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PEOPLE

Osaic’s Head of Marketing Leaves for LPL

Jen Roche, who was instrumental in steering Osaic's rebrand, will join LPL Financial's communications and public relations department.

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CAREERS
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Adding Value for the Next Generation of Wealth Management

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Olivia Eisinger, Head of Advisory at Apex Fintech Solutions, discusses how advisory firms can become a destination for top next-gen talent.
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