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Vanguard Pilots Digital-Only Financial Planning And Advice Product

TedTed
in The Bullpen
FYI: Vanguard Advisers have filed an initial disclosure brochure with the Securities and Exchange Commission signaling the company's plan to launch a new, digital-only financial planning and automated investing service it calls Vanguard Digital Advisor.

According to the brochure, retail clients and participants in employer-sponsored retirement plans can use Digital Advisor to create a personalized, goal-based financial plan. Users can set a standard goal, such as saving for retirement, or customized goals, such as making a large purchase in the future.
Regards,
Ted
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