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Thursday, August 27, 2026The Morning Brief →Sign in
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Bill McNabb

In PWD coverage since August 26, 2026 · 2 stories
PWD coverage
move

Vanguard's Altruist bet reprices every RIA custody renewal

The $4.6 billion deal doesn't move assets today, but it hands advisors leverage at the next renewal.
M&A · Aug 26Vanguard's $4.6B Altruist bet raises the custody stakes
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