Moves & Appointments

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Vanguard to open new office in Dallas

Vanguard to open new office in Dallas

Vanguard is to open a new office in the Dallas-Fort Worth region in early 2022. In alignment with the firm’s commitment to making advice more accessible and affordable for investors, the new location will be dedicated to supporting all aspects of its growing advice businesses.

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Wealthify makes two senior hires

Wealthify makes two senior hires

Wealthify has made two senior appointments - fintech founder and investment specialist Akshaya Bhargava, who joins the Board as a Non-Executive Director (NED), and Former Virgin Money CIO, Michelle McGrade, who joins Wealthify’s Investment Committee.