Markets & Economy


What is a transition plan?

July 29, 2013

Vanguard leaders discuss succession planning for your portfolio

One way to ensure your wealth continues to be managed according to your values and long-term goals in the future is to develop a transition plan. Alisa Shin of Vanguard Asset Management Services™ and Al Weikel of Vanguard Flagship Select Services™ explain what a transition plan is and why it’s important.

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