Results for "vanguard group"

Displaying 1,628 results

Sort: Date | Relevance

Author:

DOL fiduciary rule, along with two other regs, could be a boon for ETFs

October 12, 2017

Three rules will make exchange-traded funds more accessible to new types of investors. In the U.S., the fiduciary duty and new insurance guidelines will enable retirement savers and insurers to raise their exposure to ETFs. In Europe, the Markets...

Pimco and Goldman lead push for bond ETF flexibility

October 6, 2017

Goldman Sachs Group Inc. and Pacific Investment Management Co. are leading a push for equal rights when it comes to running index funds tied to the global bond market. Pimco and Goldman are joined by OppenheimerFunds and Nuveen Fund Advisors...

DOL fiduciary rule ups ante for monitoring of 401(k) record keepers

October 4, 2017

The Department of Labor fiduciary rule is changing how retirement plan advisers help their clients monitor record-keeping firms such as Fidelity Investments and Empower Retirement. The regulation, which raises investment-advice standards in...

Private equity firms see hidden value in 401(k) record keeping

September 28, 2017

Sometimes when enough people say the same thing, it becomes the conventional wisdom. That doesn't necessarily make it true. Most 401(k) industry experts claim there isn't money to be made in the record-keeping business. But some heady private...

Jerry Schlichter's fee lawsuits have left an indelible mark on the 401(k) industry

September 23, 2017

At first glance, Sept. 11, 2006, may not stand out as a remarkable date in American history. But to retirement wonks, it is: That's the day a personal injury lawyer from St. Louis filed a flurry of lawsuits against major corporations, alleging...

Global economy strong, but investment outlook not so much: Vanguard

September 20, 2017

The world's biggest mutual fund company says it's surprised by the global economy's strength this year, but that doesn't mean it's more optimistic about the investment outlook. Investors should brace for a decade of "muted returns," said Nathan...

Morningstar backs new retirement calculator

September 11, 2017

Online retirement calculators usually make just enough assumptions to be dangerous. What if you live 10 years longer than you planned for? What if the market tanks? What if you need astronomically expensive round-the-clock health care? The answer...

International investing: How to set an allocation you — and your clients — can live with

August 16, 2017

Life is full of complicated, eminently debatable questions. Could the Red Sox beat the Dodgers this year? What will happen next year when Vanguard has all the money in the world? And what is the correct allocation between international and U.S....

DoubleLine's Gundlach signals caution, sets cap on firm's growth

August 8, 2017

Jeffrey Gundlach sees too much of a good thing — in financial markets and in his industry — and he wants no part of it. The co-founder and chief executive officer of DoubleLine Capital LP says risky assets such as junk bonds and emerging-market...

Vanguard outsources some 403(b) record keeping to Newport Group

August 7, 2017

An earlier version of this story stated incorrectly that Vanguard waives an investment management fee for 403(b) participants if they have non-403(b) accounts with the company in excess of $50,000. It is an annual fee that is waived. Vanguard...

Vanguard welcomes fee wars with rivals Fidelity and BlackRock

August 4, 2017

Vanguard Group has a message for competitors trying to undercut its prices: Game on. In recent years, rival asset managers such as Fidelity Investments and BlackRock Inc. have cut their fund fees to match or beat Vanguard, the low-cost investing...

Vanguard targeting overseas market with active funds

July 28, 2017

Walking through Vanguard Group's headquarters in Malvern, Pennsylvania is a lesson in naval history. Paintings of the 18th-century ship that inspired the company's name jostle with seascapes and a framed letter from legendary British Admiral...

Take 5: Vanguard's new CIO Greg Davis talks bonds, stocks and costs

July 24, 2017

Earlier this month, Greg Davis became Vanguard's chief investment officer, overseeing the $3.8 trillion in assets in more than 300 mutual funds and exchange-traded funds. Mr. Davis, 46, took the role from Vanguard's new CEO, Timothy Buckley....

Betterment funding values firm at $800 million

July 24, 2017

Online financial adviser Betterment has secured $70 million in new funding, boosting its valuation and giving it more clout to compete with rivals in an intensifying market. The new capital, raised from existing investors, values the New York-based...

Having reached the summit, can Vanguard maintain its perch?

July 21, 2017

Vanguard got everything it ever wanted. Now what? That's the question Tim Buckley will inherit when he becomes the fourth chief executive officer of the Vanguard Group in January. During the nine-year tenure of the outgoing CEO, Bill McNabb,...

Can Buckley run the house that Bogle built?

July 14, 2017

Tim Buckley has just been handed the keys to the house that Bogle built. But Buckley, Vanguard Group's new president, confronts something that founder Jack Bogle never did back in his prime: a world in which cheap market-tracking index funds...

Vanguard CEO McNabb to step down

July 13, 2017

Vanguard Group Chief Executive Officer F. William McNabb will step down at the end of the year and cede his role to Tim Buckley, a two-decade veteran of the world's second-largest money manager who serves as investment chief. McNabb, 60, who...

Asset management revenue, profits down in 2016 for first time since 2008

July 12, 2017

Rising markets aren't a haven for money managers. For the first year since the 2008 financial crisis, revenue earned by asset management firms globally fell in 2016 along with profits, according to a report Tuesday by Boston Consulting Group....

Will new smart-beta strategies boost target-date funds' performance?

July 8, 2017

Target-date funds are the Energizer Bunny of the mutual fund world. As the industry struggles furiously for investors' money, target-date funds slide blithely by, with billions of dollars in new money flowing in. Now they're adding a little...

Advisers envision a disrupted advice industry if Amazon shows up

July 6, 2017

News that Amazon is buying Whole Foods has some financial planners envisioning a transformed advice industry if the internet giant buys its way into the business of delivering personal financial services. The prospect is not much of a stretch...

Next Page »

1 | 2 | 3 | 4 | 5 ... 82