Trust is all we need
I have 5% of PAS clients with 27% or $60B of assets.
Who is the VNTC segment of PAS?
Note: VNTC includes both IM and Corporate Trustee clients.
I make sure corporate trust beneficiaries receive regular distribution payments.
Who is the VNTC Trust Administrator?
I am PAL.
What is the external vendor site site for corporate trust clients (beneficiaries, co-trustees and grantors).
I am a collection of hundreds—sometimes thousands—of individual securities at once. I am priced daily after market close.
What is a mutual fund?
Advisors implement client's investment strategy and also review their target allocation, minimally on a quarterly basis.
Why we run Rebal?
I provide both administrative trust and asset management services.
Who is VNTC, Vanguard National Trust Company, entity service for corporate trusts?
Who is Advised Journeys & Segments?
Who is the BEST product family in Advice....and Retail for that matter!
I am FIS Charlotte Navigator (formerly known as SunGard Charlotte Navigator).
I am the internal vendor trust accounting system for Corporate Trust accounts.
I am mutual fund traded on major stock exchanges, like the New York Stock Exchange and Nasdaq; which means I am traded intra-day and have real-time pricing throughout the day. Of course, you'll buy and sell me in your Vanguard Brokerage Account.
What is an ETF?
What is the reason for a Daily Double?
What is to win extra points?
I have both personal investment management only plans and Corporate Trustee plans.
What is the PAS segment of VNTC?
I am the 'OW' (owner) on PAS plans (service agreements).
Who is either the primary client or trust client?
I am the P4P service.
What is PAS management of IIG 401k accounts?
I am the Vanguard 500 Index fund.
What is VG's flagship index fund that is available in multiple share classes including as a mutual fund and an ETF.
Rebal provides tax efficient recommendations as a competitive edge.
What is why we provide LLA (Lot level Accounting).
I am a limited purpose trust bank, providing full trust administration services for clients’ personal trusts. I am regulated by the OCC.
Who is Vanguard National Trust Company, the entity?
Trust advisors and Financial advisors consult with me to provide wealth, tax and estate planning services for advised clients.
Who is WEPS.
I am a 529.
What is a tax advantaged college savings plan?
Fund 0066 - Vanguard's Cash Reserves Federal Money Market Fund
What is one of VG's money market fund offerings?
Why ETFs are recommended for PAS plans.
What is so we are able to do TLH.
I am the primary regulator of banks chartered under the National Bank Act and federal savings associations chartered under the Home Owners' Loan Act.
Who is the OCC, Office of the Comptroller of the Currency.
I am a legacy account.
What is Retail's old account structure of a TA Mutual Fund account and linked VBS account.
I am a VBA (Vanguard Brokerage Account).
What is Retail's newest account structure that holds all investment types, including MFs, ETFs, Individual Stock and Individual Bonds.
AAPL is the stock symbol for Apple, Inc.
What is an individual stock that can be purchased as a specific investment.
Why this game was made.
What is the reason to have fun?!