Results for "vanguard group"

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Raymond James to deliver robo service for advisers by year end

January 30, 2017

Raymond James Financial will introduce a digital advice platform for advisers to use with clients by year end, though it still has no intention of providing direct robo advice to clients. Through its affiliated advisers' websites, clients will...

When it comes to investment returns, not all robos measure up

January 25, 2017

Just as no two financial advisory firms will provide a client the same results when it comes to investment performance, robo advisers vary greatly in performance for investors, a new analysis finds. Seeking to illustrate that the assumptions...

Clients getting divorced may encounter hidden 401(k) fees

January 23, 2017

A profit center. A silent fee. One more kick in the pants. Those are a few of the ways divorce lawyers describe the fee that many 401(k) plan participants have to pay when they need to divide a retirement account in a divorce. As more wealth...

Vanguard keeps its own management pay under wraps

January 19, 2017

With $3.9 trillion in assets under management, index fund pioneer Vanguard Group is an influential shareholder, able to weigh in on how executives across corporate America should be paid. At the same time, because of its unique corporate structure,...

Even top notch firms feel sting from fickle investors

January 12, 2017

William Nygren has succeeded at a difficult task: picking stocks to deliver market-beating returns over long stretches of time. Both his $16.5 billion Oakmark Fund and his $5.6 billion Oakmark Select Fund have topped the S&P 500 by an annual...

Will Trump's tweets continue to move markets — and is that a good thing?

January 12, 2017

President-elect Donald Trump proved he can move markets, but how persistent the Trump effect will be remains to be seen. Mr. Trump said at his press conference Wednesday that pharmaceutical companies were “getting away with murder” on drug...

SEC announces 2017 exam priorities, adds robo-advisers to list

January 12, 2017

For the first time, the Securities and Exchange Commission has included “electronic investment advice,” or advice offered through so-called robo-advisers, to its annual list of examination priorities, highlighting regulators' concerns about...

Large record keepers Fidelity, John Hancock and others expanding fiduciary duties

January 9, 2017

Several large record keepers are expanding their fiduciary duties by providing more advice to defined contribution clients in response to the Department of Labor's conflict-of-interest rule that is slated to take effect in April. They are willing...

Vanguard adds record $305 billion in 2016

January 6, 2017

Vanguard Group, the world's largest mutual fund manager, said it attracted a record $305 billion last year — an annual total that some firms need decades to reach. Vanguard's take, which tops the firm's previous record of $276.4 billion in...

Charles Schwab to combine robo-advice and financial advisers in new hybrid model

December 13, 2016

Charles Schwab & Co. plans to target mass affluent investors with a hybrid robo model that combines advice from financial advisers with online advice. With a $25,000 minimum, Schwab Intelligent Advisory will provide clients a customized financial...

Vanguard's market share keeps growing

December 12, 2016

The Vanguard Group now has one in every five dollars in the $16 trillion mutual fund industry, according to Morningstar. Vanguard, which has nearly $3 trillion in U.S. mutual fund assets, is riding the wave of passive investing, which shows...

Ex-worker sues Vanguard over firing, claiming whistleblower protections

December 6, 2016

A former employee of the Vanguard Group has filed a lawsuit claiming she was fired because of her whistleblowing activity. In the lawsuit, filed last Friday in federal court in Pennsylvania, plaintiff A. Karen Brock, 57, alleges her termination...

Betterment presses Trump to keep DOL rule

December 5, 2016

Robo-adviser Betterment is reaching out to President-elect Donald Trump to keep him from gutting the Labor Department's fiduciary rule for retirement advice. It ran a full-page ad in Monday's Wall Street Journal directing Mr. Trump to “stand...

Muni funds take on water as rates rise

December 5, 2016

Municipal bond funds are starting to sink as interest rates rise. The yield on the benchmark 10-year Treasury note has soared from a low of 1.37% July 8 to 2.40% Monday, sending bond prices plummeting. Municipal bond funds, whose interest is...

401(k) plan designs hurt employees' ability to save

November 22, 2016

Many company 401(k) retirement savings plans could use a swift kick into the 21st century, according to a new report from the U.S. Government Accountability Office. A number of longtime 401(k) plan designs fail to reflect a new, more mobile...

What's really behind the leadership change at Wealthfront

November 1, 2016

Wealthfront's growth being surpassed by its competition may have led the robo-adviser to cut chief executive Adam Nash from daily management of the company, outside fintech experts said. The digital advice platform announced Monday that venture...

The race for lower fees shines a light on smart beta

October 6, 2016

As BlackRock Inc. throws down the gauntlet with some sweeping price cuts across its exchange-traded funds lineup, it's only logical to assume the increasingly popular smart beta strategies will be next in line to feel the spreading pressure...

Testing the limits of ETF tax efficiency

September 28, 2016

Investors in exchange-traded funds don't normally have to fret about tax bills, because tax efficiency is one of the main sales pitches right along with transparency, liquidity and lower fees. But thanks to recent adjustments in certain indexes...

Take 5: Vanguard's global chief economist Joe Davis says 1% interest rates the new normal

September 27, 2016

Joe Davis is Vanguard's global chief economist and also head of Vanguard's Investment Strategy Group, which conducts research on portfolio construction, develops the firm's economic and market outlook, and helps oversee Vanguard's asset allocation...

DOL fiduciary rule expected to put new pressure on mutual fund expenses

September 23, 2016

The ripple effects of the Department of Labor's fiduciary rule is expected to put new pressure on mutual fund fees, and could even lead to fewer fund share classes, according to a report from S&P Global Market Intelligence. The DOL rule, which...

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