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  2. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    The Vanguard Group, Inc. (commonly known as simply Vanguard) is an American registered investment advisor founded on May 1, 1975 and based in Malvern, Pennsylvania, with about $9.3 trillion in global assets under management as of May 2024. [3]

  3. Plum Financial Services - Wikipedia

    en.wikipedia.org/wiki/Plum_Financial_Services

    Originally a joint venture between MLC and Vanguard Australia, it later became a wholly-owned part of the National Australia Bank. [1][2] In 2016, Plum Financial Services was absorbed into the broader wealth management division of National Australia Bank, ceasing to exist as a separate business.

  4. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world, with $5.4 trillion in assets under management, and $14.1 trillion in assets under administration, as of June 2024, [4] Fidelity Investments ...

  5. Can I Open a Margin Account With Vanguard? - AOL

    www.aol.com/finance/open-margin-account-vanguard...

    Opening a Margin Account With Vanguard To open and maintain a margin account with Vanguard, you must have at least $2,000 in cash and assets in your account at all times.

  6. How to Get Options Trading Permissions With Vanguard - AOL

    www.aol.com/options-trading-permissions-vanguard...

    An investor reviews the applications requirements for options trading permission. When applying for options trading permission with Vanguard, you’ll need to follow these steps: Log into your ...

  7. John James (administrator) - Wikipedia

    en.wikipedia.org/wiki/John_James_(administrator)

    In 2008 James moved to the United States to work for investment company Vanguard. James has worked in the US, Australia and the UK for Vanguard and was appointed in 2016 to be a member of Vanguard's global executive team as Chief Human Resources Officer.

  8. Vanguard Digital Advisor vs. Personal Advisor: Which Has More ...

    www.aol.com/finance/vanguard-digital-advisor-vs...

    Vanguard Personal Advisor Services blends human financial advisors with digital advisors. With this service, you’ll meet with a human advisor and form an investment strategy tailored to your needs.

  9. List of Australian exchange-traded funds - Wikipedia

    en.wikipedia.org/wiki/List_of_Australian...

    List of Australian exchange-traded funds This is a table of notable Australian exchange-traded funds, or ETFs, listed on the Australian Securities Exchange. [1]