Vanguard
6 statements across 5 episodes · 4 bullish · 1 bearish · 5 people on the record · first statement Dec 4, 2016 by Andy Rachleff · said 47 times in 12 episodes since 2016 · across every show →
Mentions by year
brought up most by Nathan Latka (35), Aaron Klein (5), Andy Rachleff (3), John Stein (2), Ron Jacobson (1), Gregory Galant (1)
tap a year for its mentions
2024 1 mention in 1 episode
2020 1 mention in 1 episode
2017 36 mentions in 9 episodes 4 per episode
- 670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein
- 685: He Loved A Product, So Acquired Whole Business with Doc Signing Signix CEO Jay Jumper
- 671: Predicting The Future of FInTech with Steve McLaughlin, CEO at FT Partners
- 728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors?
- EP 571: SenaHill Transacted $200M In FinTech 2016, 7 Predictions for 2017 with Founding Partner Neil DeSena
- 824: Brilliant Ad Tech Hedge: $8m Managed Services Firm RockerBox Adds $1k/mo SaaS Product
- 669: How to Do First Real Estate Deal at 18 Years Old, Now $400k/mo In Rental Income with Best Seller Dean Graziosi
- 653: She Invests $120 Million Into Financial Tech Companies, 39 Graduates, 6-8 New Per Year with New York Partnership Fund CEO Maria Gotsch
- 1 more episode that year, every mention in 2017 →
Everything said about Vanguard, oldest first
Dec 4, 2016 positive
Dec 4, 2016 positive
Rachleff: Wealthfront's Tax Minimization Value Outweighs Fees Six-To-Eight Fold
“And the reason is that we're able to do things in software with regard to minimizing your taxes that Vanguard cannot. And the benefit of that tax minimization is worth at least six to eight times what we charge in fees.”
May 25, 2017 bullish
Stein: Betterment's 0.25% fee is more than offset by tax optimization
“I would compare an all in net return number, and I would think about that .2 to five percent being more than made up for in the tax optimizations alone, plus the behavioral optimization, the diversification, and the ease of use that we give you are worth a lot…”
Jun 9, 2017 bullish
Jay Jumper: Vanguard will maintain its AUM lead over Wealthfront and Betterment
“Vanguard keeps its lead. Vanguard's done a great job of having a an investment. What most, most people don't spend a lot of time and attention on the cost associated with and having a low cost solution like Vanguard has been a very good, done a very good job o…”
Jul 22, 2017 negative