Vanguard

Targeted support proposition to be delivered through AI

'Indexing will continue to grow, but the wrapper through which investors access it will change'

To be introduced through ‘carefully controlled rollout’

Has ‘ready-made’ workflows, follow-ups, CRM updates and compliance checks

Vanguard survey finds

Deal values Altruist at $4bn, reports suggest

Banks ‘uniquely positioned’ to provide advice to mass market

In coming months

Available through Vanguard’s online UK Personal Investor platform

Banking sector begins to dominate targeted support offerings