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Thursday, August 20, 2026The Morning Brief →Sign in
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Karl Roessner

In PWD coverage since August 19, 2026 · 2 stories
PWD coverage
practice

Vestmark at 25: $50 billion, five cycles, and an AI bet

The firm has survived five market cycles; its new AI tools face a simpler test, advisor adoption.
portfolio · Aug 19Vanguard launches customizable models without breaking the 0.07% expense ratio
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