Results for "vanguard group"

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Fidelity cuts target-date fund fees

June 15, 2018

Fidelity Investments, which has been cutting prices to compete with low-cost rivals such as Vanguard Group and Charles Schwab Corp., is trimming fees on the target-date index funds it sells to retirement plans and rolling out new offerings that...

BlackRock expands risk analytics tool to wealth managers overseeing billions in assets

June 12, 2018

Almost three decades ago, BlackRock Inc. created software to obsessively monitor the then-fledgling firm's financial risks. Now, after turning it into an essential tool on Wall Street, the firm is zeroing in on another kind of client: financial...

Vanguard: More than half of 401(k) participants invest solely in target-date funds

June 5, 2018

Participants in defined contribution plans are relying more on professionally managed investment options, especially target-date funds, Vanguard Group reported Tuesday. The portion of participants investing in these options climbed to 58% last...

More institutional money managers joining the $1 trillion club

May 30, 2018

Among institutional money managers, a two-company battle has emerged for the most assets under management, even as more firms have joined the $1 trillion-plus AUM club. BlackRock Inc. (BLK) and Vanguard Group Inc. retained the top two positions...

Legg Mason hopes to reverse TDF fortunes with MassMutual deal

May 30, 2018

Legg Mason is making another attempt at breaking into the target-fund market through a partnership with Massachusetts Mutual Life Insurance Co., a move that hints at the challenges asset managers have faced in 401(k) distribution and emerging...

The passive-investing bid for equities is roaring back

May 14, 2018

It's January all over again for the biggest exchange-traded funds that track the S&P 500 Index. Last week about $5.7 billion poured into ETFs from State Street Corp., BlackRock Inc. and Vanguard Group Inc. linked to the U.S. equity gauge, the...

Financial advisers embrace virtual offices

May 12, 2018

Less than a year after starting her financial planning practice in Oklahoma City in 2015, Amy Hubble was faced with a dilemma. She had been accepted to the University of Georgia to work on her doctorate in financial planning and consumer economics....

Actively managed ETFs slow to catch on

May 11, 2018

Actively managed exchange-traded funds may be the investment of the future, but investors are greeting them with all the enthusiasm of a four-year-old faced with Brussels sprouts. Morningstar Inc. counts 247 actively managed ETFs in its database,...

Target-date-fund fees fall for ninth consecutive year

May 8, 2018

The average asset-weighted expense ratio for a target-date mutual fund series fell to 66 basis points in 2017, making it the ninth consecutive year the ratio has declined, said Morningstar's latest annual survey of target-date funds released...

Time: An asset to be invested, not spent

May 7, 2018

The investment advice industry is a constantly evolving ecosystem. Few trends, however, are as pervasive as the secular shift from commission-based compensation models to asset-based fee structures. The future of the fiduciary rule may be uncertain,...

Wells Fargo wouldn't be the first to push proprietary products on 401(k) plan participants

April 27, 2018

The disclosure of an alleged Labor Department investigation of Wells Fargo sales practices — including those in its retirement-plan services division — is sure to raise a few eyebrows, but should this sort of thing really be a revelation...

Vanguard divides record-keeping duties amongst 2 firms

April 25, 2018

Vanguard Group on Wednesday announced several changes to its defined contribution plan services, assigning record-keeping duties of its self-directed brokerage to TD Ameritrade and transferring record-keeping duties of its non-qualified plan...

Invesco increases its ETF position with acquisition of Guggenheim Investments

April 9, 2018

Invesco completed its acquisition of Guggenheim Investments' $39 billion ETFs Monday, and immediately moved to slash fees on some of those funds as it looks to lure new assets. It's a savvy move for the Atlanta-based firm, which is in a state...

Morgan Stanley continues its mutual fund overhaul

March 30, 2018

Morgan Stanley continues to overhaul its product platform, this week announcing changes that include cutting poor performing funds and converting buy-and-hold clients from one share class of mutual fund to another. The ongoing changes at Morgan...

Vanguard wrestles with new service problems

March 27, 2018

Vanguard investors complained Tuesday about getting erroneous messages about not having enough money in their settlement accounts to make trades. On the Bogleheads.org message board, about a dozen Vanguard investors complained about the same...

Cost-cutting takes precedence in competitive defined-contribution environment

March 23, 2018

U.S. target-date fund managers are continuing to find ways to cut costs amid heightened fee scrutiny from plan executives and consultants, increased competition among managers, and a desire among managers to help improve participants' retirement...

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...

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...

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...

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