Displaying 621 results
Suit against Vanguard focuses on big tax bills for target-date funds
Vanguard was forced to sell as much as 15% of the assets in retail target-date funds, resulting in substantial capital gains taxes for investors who held the funds in taxable accounts, the lawsuit asserts.
T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards
Fidelity tops all fund companies with 35 individual fund trophies; Carillon Tower Advisers wins the small-company fixed-income award for the second straight year.
Despite the hype, future of advice is hybrid: Vanguard
According to a new study published by The Vanguard Group Inc., the vast majority of advised clients aren't interested in totally digital advice.
Vanguard tightens grip on $6.8 trillion ETF market
Strong inflows into its exchange-traded funds so far this year, coming on top of its record-shattering $328 million haul last year, put Vanguard on course to surprass BlackRock as the largest ETF manager within the next two years.
Best-performing robo-advisers of 2021
The latest edition of the Robo Report by Backend Benchmarking tracks 58 accounts at 35 different providers and includes both qualitative factors, such as financial planning features, as well as the performance metrics.
Most of the largest 401(k) funds are in the red this year on tech slump
Of the 15 largest funds held in 401(k) plans, just one has a positive return for the year as of Thursday, according to data from Brightscope.
CITs claim larger share of target-date market
The growth in the use of collective investment trusts, which trend to charge lower fees, reflects the pressure to cut costs.
ETFs give advisers varied tools for fighting inflation
The new Amplify Inflation Fighter ETF joins a short list of strategies designed to hedge and leverage price pressures.
Target-date fund sales back up after a dip in 2020
The products had net inflows of $23.9 billion, a significant increase from the $6.7 billion in outflows seen in 2020, according to a report from Morningstar.
Are Vanguard’s tech issues costing it customers?
A mobile app update removed some functionality and was lampooned on social media sites and in online reviews last year. A website malfunction weeks later couldn’t have come at a worse time.
Vanguard website outage underlines dangers of online investing
Customers of the $8 trillion mutual fund giant weren't able to access certain account reports or receive trade confirmations while the website was having problems.
ETFs set another record in race to take over mutual funds
In stride with record net inflows, the ETF industry is launching new funds and finding creative ways to take market share from the legacy mutual fund space.
Vanguard cuts expense ratios on 17 funds
The fund giant estimates the cuts save investors $18.9 million, based on fiscal-year comparisons.
Vanguard plants flag in China with active equity fund
In a change of pace for the big provider of index funds, Vanguard has filed to launch an actively managed fund focused on a single country.
Vanguard, American Funds double down on model portfolio partnership
A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.
Vanguard lowers expenses by merging target-date funds
The expense ratios will drop from an average of 12 basis points to 8 basis points.
Vanguard comes up short on climate, think tank says
Vanguard has just one employee to monitor climate issues for every 300 of its portfolio companies and it lacks a policy to divest some funds from coal producers, according to a report from Universal Owner.
Vanguard, Retirement Clearinghouse to offer automated plan transfers
The service is designed to encourage retirement savings and discourage workers from cashing out 401(k)s when they change jobs.
For this adviser, socially responsible investing comes first
James Katz tailors his RIA, Humankind Investments, to serve clients who place the greater good at the top of mind.
Why Michael Jordan invested in estate planning startup Vanilla
The basketball legend is among the investors participating in an $11.6 million funding round for Vanilla, which was founded by Steve Lockshin in 2019 to fully digitize estate planning for registered investment advisers.
