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Vanguard robo-adviser to offer active mutual funds
The funds will be made available for clients of its robo-adviser Personal Advisor Services through advised portfolios as part of a five-fund active equity offer.
The latest in financial #AdviserTech — August 2021
This month's #AdviserTech roundup includes Vanguard’s move into direct indexing, Vestwell’s $70 million capital round, and Simon Markets’ additional funding for its marketplace of risk-hedged investment solutions for advisers.
Direct indexing emerges as must-have tool for tax management, ESG investing
The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.
Vaccines encouraged at most advisory firms — but not required
The industry has differing views on vaccine requirements. BNY Mellon Pershing will start requiring them next month, while Vanguard Group Inc. is offering cash rewards.
The future of investing is personal — and it’s already here
In the past year alone, Goldman Sachs Group Inc., Morgan Stanley & Co., BlackRock Inc. and Charles Schwab & Co. have all expanded their direct-indexing capabilities and are jockeying for the next generation of investors.
Vanguard could propel values-based direct indexing from niche to essential
Direct indexing has become a powerful tool for advisers, while combining growing investor interest around value-based investing and advancements in technology.
Wall Street surrenders to $500M ETF rush
Now even the most storied money managers are launching exchange-traded funds in a bid to stay relevant, and some — like Vanguard Group — are handling their clients’ conversions for them.
Vanguard to acquire Just Invest and offer direct indexing
The asset manager said the direct indexing tools it will offer after the acquisition will build on a pilot program it has been offering to RIA clients that's powered by Just Invest.
Free Fidelity funds are flying off the shelves
Less than three years after the asset manager set the bar at zero fees for a suite of index funds, it has seen assets in the four funds grow to nearly $18 billion.
Vanguard to offer private equity access to individual investors
The program broadens the relationship the fund company began last year with HarbourVest to serve institutional clients.
As companies inch closer to returning to the office, flexibility is key
Financial services companies have generally adopted remote work policies, but as offices reopen, the next issue becomes who is and isn't vaccinated.
Sara Devereux to head fixed income at Vanguard
The former Goldman mortgage-backed securities star will take over from John Hollyer, who is retiring.
Vanguard, BlackRock join investors pledging to hit net zero
The two asset management giants were among 43 firms with more than $22.8 trillion of assets that signed onto the Net Zero Asset Managers initiative.
Vanguard 529 change in Nevada overallocated some in equities
The error occurred in October, when the Vanguard 529 Plan switched from age-based portfolios to target-enrollment portfolios, the company said in an email.
State Street cuts ETF fees, ramping up race to zero
The company's announcement that it was slashing fees on two of its bond funds came just a day after BlackRock lowered fees on its lineup of style ETFs.
Vanguard jumps on the ETF share-split bandwagon
The surging bull market for stocks has increased the need to split shares to keep prices manageable for investors.
Top 5 largest robo-advisers by AUM
Vanguard reigns king for incumbents disrupting the robo-adviser space, while Betterment continues to manage the most assets among independents.
Finding diversification beyond market-cap-weighted indexes
The equally weighted S&P 500 index has outperformed its cap-weighted counterpart this year.
Women make up 14% of all fund managers, and the U.S. lags behind that global average
Morningstar data show women are making little progress breaking into the ranks of portfolio managers.
ESG rises to the top of Lipper Awards
Calvert and American Century bring home overall fund company awards, and a record 21 funds sweep their categories.
