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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....

Investors pour money into bonds, international in July

August 10, 2017

If you're an adviser, you're probably wondering: Who is pouring all that money into bond funds? It's not an easy question to answer, but at least part of the answer can be found in the mirror. Most mutual fund inflows come via the institutional...

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...

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...

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....

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...

RIAs must confront the emotional side of letting go of their business

June 28, 2017

When it comes to succession planning, the financial advice industry is often painted with a broad brush as being woefully ill-prepared. A closer look, however, shows that it is mostly those smaller, independent operators that stand out as being...

Waddell & Reed latest active fund manager sued for 401(k) self-dealing

June 28, 2017

Waddell & Reed Financial Inc., which sponsors the Waddell & Reed and Ivy-branded investment funds, has been sued for self-dealing in its own 401(k) plan, joining a string of other asset managers to have been targeted recently for similar allegations....

Vanguard rides robo-advice wave to $65B in assets

June 20, 2017

While much of the financial services industry has been fretting for the past few years over how to compete in the age of digital-advice platforms, The Vanguard Group Inc. appears to have cracked the code in a steady climb to more than $65 billion...

New York Life's MainStay lays off defined-contribution wholesalers amid challenging market

June 16, 2017

MainStay Investments, the mutual fund and exchange traded fund distribution arm of New York Life Insurance Co., has laid off some of its wholesalers calling on retirement plan advisers and consultants, as the defined contribution market grows...

Capital Group, the sponsor of American Funds, sued for self-dealing in its 401(k) plan

June 15, 2017

The recent lawsuit lodged against The Capital Group Companies Inc. for alleged self-dealing in the company's 401(k) plan is one of several similar legal battles being waged with large asset managers, and could prove difficult for plaintiffs...

Why portfolios are not one-size-fits-all

June 15, 2017

 What is Vanguard's best thinking regarding portfolio construction? Daniel Wallace  I am often asked this question by investors trying to make sense of the myriad of choices before them. Who can blame them when they are faced with an ever-growing...

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