Education Leadership Profit and Loss Tax Planning 
Barry Ritholtz
OCTOBER 19, 2022
That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. RAMPULLA: Yeah.
CFO News Room
DECEMBER 28, 2022
He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” higher education or deductible medical expenses) or experience certain events (e.g., Notably, the language of SECURE Act 2.0
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