Displaying 621 results
BlackRock to open proxy voting to some retail investors
Initially, the program will be available to UK investors, but it could eventually expand to all fund shareholders.
The ESG case for direct indexing
The prospect of providing clients with a custom portfolio that meets their guidelines is something advisers see as adding value to their services.
Vanguard to begin testing proxy voting pilot program for retail clients early next year
Instead of making decisions exclusively on its own, Vanguard will give individual investors in several equity index funds more options about how their shares are voted.
ESG group takes aim at Vanguard over stewardship
The asset management firm is doing better on disclosure but has a long way to go, activist group says.
Fidelity, Vanguard join forces to help workers move 401(k)s
The two retirement giants, along with Alight Solutions, are forming a consortium to automate the transfer of 401(k) accounts with balances below $5,000 when workers change jobs.
Vanguard sends up the white flag on struggling factor-based strategy
The index fund giant is making history with its first-ever shuttering of a U.S.-listed ETF, but it's not elaborating on its plans for its five other factor-based funds.
Vanguard preps global environmental fund
The active fund will be subadvised by Ninety One North America and will hold about 25 global 'environmental companies' in its portfolio.
Vanguard offering passive ESG funds that exclude controversial industries
The investing giant will offer two ETFs tied to indexes that track large corporates and small- to medium-sized businesses in both Europe and the US.
Anti-ESG movement spawns new fund in battle against industry giants
Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.
Fidelity moves into liquid alts space with two new mutual funds
The debut of the macro opportunities and risk parity strategies paves the way for an expanding alternatives lineup.
The latest in financial #AdviserTech — May 2022
This month’s #AdviserTech roundup looks at Orion’s acquisition of Redtail CRM, Advyzon’s launch of its Quantum Rebalancer, RightCapital’s new one-page Financial Plan Snapshot and Vanguard’s partnering with American Express.
Kamila Elliott shares how firms can increase diversity, equity and inclusion
Speaking at InvestmentNews' 2022 Diversity, Equity & Inclusion Awards, Elliott talked about her journey through the wealth management industry as a Black woman.
What would Jack Bogle do? Ask Vanguard’s clients
Vanguard founder John Bogle took his fiduciary mandate very seriously and focused on embedding it in the company's culture.
Despite inflationary pressures, asset managers continue to lower fees
American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.
Vanguard clients decry tax debacle
Many Vanguard clients who invested in target-date funds face significantly higher tax bills this year because of a change the company made to its target-date funds in late 2020.
Vanguard to offer financial advice to AmEx credit-card customers
The AmEx by Vanguard program has an investment minimum of $10,000 and an annual gross advisory fee of 0.5%.
How Vanguard considers ESG risk
ESG Clarity speaks with John Galloway and Matt Piro about the firm's approach.
Morningstar ranks best and worst robo-advisers
The latest study from the financial services firm found that top advice-oriented providers offer fairly comprehensive planning tools, ranging from online advice only to one-on-one human financial advisers who are just a phone call away.
Vanguard stumbles as it shifts from cult of Jack Bogle
Bogle's figurative heirs are charting new paths for the company, the great popularizer of low-cost index funds, and some diehard fans are finding fault.
Two years later, financial services firms still searching for balance on remote work
Some of the biggest brands in wealth management are trying to figure out what normal looks like, and how and whether it makes sense to bring employees back to the office.
