Displaying 59 results
Advisors weigh PE allocations in face of rising rates
If the typical PE firm employs leverage and the cost of borrowing rises, it would make sense that higher interest rates would cut into its returns.
Vanguard beats BlackRock for best asset management brand
Chuck Failla of Sovereign Financial Group suggests one asset management firm advisors might be missing out on.
Retirement accounts surged on strong 2023 markets: Vanguard
The study shows that 43 percent of participants raised their deferral rates last year, marking the highest level since Vanguard began tracking the metric.
Vanguard announces CEO Tim Buckley to retire
The fund company launches a search for chief executive’s successor as CIO Greg Davis is elevated to the role of president.
Regulatory change could bring ‘thousands’ of new ETFs
A number of other asset managers have asked the SEC to allow them to replicate the fund model, used exclusively by Vanguard for more than two decades, that lets an ETF be listed as a share class of a broader mutual fund.
‘Sobering’ report shows increasing reach of fintech over traditional firms
About a quarter of Americans have tried a tech-based savings or investing service, and companies with scale are getting the most business, a report from Hearts & Wallets finds.
Vanguard makes quiet AI bet with $13B in quant stock funds
After adding an artificial intelligence spin to four factor-based funds, the asset manager sees promising signs
Workers’ financial and retirement confidence have languished since 2022
Index points to a gap between people's current sense of security and their readiness for retirement.
Investor expectations for equities at highest in two years, Vanguard reveals
Interest rates and potential recession are not enough to weaken confidence.
Vanguard enhances investor capabilities for intergenerational wealth planning
The firm has partnered with digital estate planning provider Vanilla.
Millennials more retirement ready than boomers, study finds
Three investment options that weren't available to boomers are working to millennials' advantage.
Large-cap tech stock ETFs were a key focus in the third quarter, says Vanguard
The investment firm has shared its latest ETF perspectives and trends.
Vanguard will shutter China office next year, but it could return
The firm says it will monitor the market for further opportunities.
Dan Wiener steps back from the $15B RIA he co-founded
A focus on Vanguard led to a long-running independent newsletter and then a successful RIA.
Millions of Americans face a retirement income shortfall, Vanguard research warns
The gap between need and ability is highlighted in inaugural report.
Vanguard plans first new actively managed ETFs in two years
Both new products would focus on the fixed-income market.
ETF inflows were $137B in Q2, but what’s next for the industry?
Vanguard says investors are returning to risk assets.
What proxy votes show about how dead ESG is
Support is down among big fund companies, but they haven't really changed their stances, and they're far from leading on sustainability issues.
State Street cuts fees on $78bn of ETFs in its core line
The firm reduced fees by as much as half on its low-cost Portfolio ETFs, which are for buy-and-hold investors.
BlackRock bringing proxy-voting choice to retail investors in its largest ETF
More than three million shareholder accounts in BlackRock's iShares Core S&P 500 ETF will be able to vote.
