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Investing - Theory, News & General • Vanguard to accelerate wealth management drive in restructuring

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Great :annoyed just means Vanguard will become more annoying about trying to sell you services. Somebody was cold calling a family member of mines, I had to do a internet search to see if this was a real person or scammer. There is a person who works by the name given on the message at Vanguard but given how scammers are targeting seniors, calling somebody at home is a very bad sales tactic in this day and age. I helped my relative send an email that told them to stop calling.
If Vanguard cold calls me about wealth management services, I will ask them to help me transfer my accounts to Fidelity.
and if fidelity then cold calls you about wealth management services, will you then transfer your accounts back to Vanguard?

Statistics: Posted by grok87 — Fri Dec 13, 2024 8:27 am — Replies 20 — Views 3821



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