Results for "vanguard group"

Displaying 1,679 results

Sort: Date | Relevance


401(k) robo-revolution is underway

March 17, 2018

Tech upstarts are making inroads into 401(k) plans and that's bad news for some retirement plan advisers. Such fledgling companies as Betterment for Business, ForUsAll, Human Interest and Vestwell, as well as more established players such as...

Stocks of brokerages, insurers rally after DOL rule struck down

March 16, 2018

Morgan Stanley and Principal Financial Group Inc. were among banks and insurers that rallied after a U.S. appeals court struck down a sweeping Obama-era rule that aimed to protect millions of Americans from conflicted investment advice. The...

BlackRock's lowest-cost ETFs win almost half of U.S. inflows

March 13, 2018

A whopping 44% of all flows into U.S.-listed ETFs this year has gone to four low-cost funds from BlackRock Inc. At the top is the iShares Core MSCI EAFE ETF (IEFA), which has taken in $13.7 billion since Jan. 1, according to data compiled by...

How advisers can hold on to their clients despite Vanguard's broadening reach

March 13, 2018

During a February speech, Vanguard CEO Tim Buckley said 58% of most advisers' work could eventually be done by computers. This would force a significant change in pricing for most in the industry. Shortly thereafter, Vanguard announced it would...

Vanguard crushed active investing. Now it could save it

March 9, 2018

Indexing pioneer Vanguard Group may be stock pickers' last hope. Investors are increasingly turning their stock picking over to computers. So-called smart beta exchange-traded funds track indexes that replicate traditional styles of active management,...

Vanguard extends TDF dominance with 'unbelievable' growth

March 6, 2018

Vanguard Group has extended its grip on the target-date-fund market over the past few years, as attention to low costs and passive management continues to offer substantial tailwinds for the fund giant. Vanguard controlled $623 billion in total...

Georgetown sued for allegedly violating fiduciary duties in its 403(b) plans

March 1, 2018

Participants in two Georgetown University defined contribution plans sued the university, alleging that its management of the plans violated its fiduciary duties under the Employee Retirement Income Security Act. The participants, who are seeking...

Lipper awards: Vanguard the new victor

February 27, 2018

In terms of pure weight, no fund company collected more iron at this year's Thomson Reuters Lipper Awards than The Vanguard Group. The Tuesday evening award ceremony in New York saw the Malvern, Pa.-based fund complex capture 29 trophies by...

Full list of 2018 Lipper Fund Awards winners

February 27, 2018

The Thomson Reuters Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and...

Active TDF managers push to compete on fees

February 20, 2018

Asset managers with actively managed target-date funds are pushing to lower fees in an environment of heightened cost sensitivity. Litigation accusing employers of having high retirement-plan fees and the difficult-to-benchmark nature of TDF...

Keep calm and carry on: DC participants appear to take market's volatility in stride

February 20, 2018

Record keepers and researchers say the recent stock market volatility prompted an increase in inquiries from defined contribution plan participants, but trading activity didn't always fit what might be considered a typical response of moving...

Is Fidelity competing with retirement plan advisers?

February 17, 2018

Fidelity Investments​ is the undisputed titan of the retirement marketplace. With $1.64 trillion in defined-contribution-plan assets under its belt, the Boston-based mutual fund company administers more than $1 trillion more in DC-plan assets...

Vanguard rolls out active-factor ETFs

February 15, 2018

The Vanguard Group has launched six new factor-based, actively managed exchange-traded funds and one factor-based mutual fund. The six ETFs — Vanguard U.S. Minimum Volatility ETF (VFMV), Vanguard U.S. Value Factor ETF (VFVA), Vanguard U.S....

Innovative ETFs struggle to impress investors

February 15, 2018

ETF enthusiasts gathered recently in Hollywood, Florida, for the Inside ETFs conference, the industry's biggest party of the year. By many accounts it was the swankiest celebration yet. And for good reason. When Inside ETFs first convened in...

Market pullback presents robo-advisers with biggest test yet

February 6, 2018

Robo-advisers underwent their biggest stress test to date Monday as the market's slide drove a surge in the volume of investors trying to access their accounts at the fledgling companies, most of which aren't yet 10 years old. The experience...

Robos with the best and worst portfolios over the last two years

February 2, 2018

BackEnd Benchmarking published the sixth edition of The Robo Report, which assesses the performance of portfolios managed by digital advisers, on Thursday. For the first time, the report includes full two-year performance return numbers of robo-advisers...

Three incorrect assumptions all robo-advisers make about clients

January 31, 2018

United Capital CEO Joe Duran says the financial plan you've crafted for your client is wrong. In fact, the surer you are that it's accurate, the higher the chance that it's wrong. Speaking Wednesday at TD Ameritrade's 2018 National LINC conference...

Wall Street can't derail the move to lower fees

January 30, 2018

The Vanguard Group is bringing down the cost of investing and there's nothing Wall Street can do about it despite its best efforts. Some financial firms are making it more expensive — and in some cases impossible—for their clients to buy...

Fidelity pushes Vanguard to compete on brand in 401(k) plans

January 24, 2018

Fidelity Investments' move to impose an additional fee on Vanguard Group assets is going to test plan sponsors' loyalty to the index-fund giant, according to retirement plan advisers, as employers are forced to choose between sticking with a...

House panel backs bill to scrap floating prices for money funds

January 22, 2018

The House Financial Services Committee has advanced a bill that would eliminate some of the strictures placed on the $2.8 trillion money market mutual fund industry in the wake of the financial crisis. The legislation, which was opposed by Fidelity...

Next Page »

1 | 2 | 3 | 4 | 5 ... 84


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.