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Morningstar gives top grades to Michigan, Utah 529 plans
The annual analysis of state-sponsored college savings plans also shows a trend toward fee compression.
Vanguard gaining ground on BlackRock in the $6 trillion US ETF universe
Nearly $45 billion flowed into Vanguard ETFs in the third quarter, compared to BlackRock Inc.’s $25 billion haul.
Wealthy shift billions to donor-advised funds to gain tax breaks
Private foundations are using the funds to sidestep federal laws designed to make sure the wealthy donate money to the needy in a timely fashion, not delay the gifts for generations.
Pensions ahead of ESG funds on proxy votes
Compared with general shareholder votes, defined-benefit programs were much more likely to support resolutions around ESG governance and worker protection.
Vanguard wrests BlackRock’s spot as manager of world’s biggest bond ETF
The Vanguard Total Bond Market ETF, with assets of roughly $83.8 billion, has surpassed the $83.2 billion iShares Core U.S. Aggregate Bond ETF.
Active vs. passive: Market pros weigh in on the best strategy
Passive funds' share of the domestic equity-fund market is close to 58%, but the active-versus-passive debate has become more heated amid the recent stock turmoil.
Vanguard survey highlights retirement complexity, ‘Great Resignation’ mobility
Vanguard's influential 'How America Saves' report shows 401(k) plan participants are facing increasingly complex financial situations and life events.
Vanguard raises fees on five funds, lowers fees on two
Increases are one and four basis points; cuts are two basis points. The changes were made to funds with fiscal years ending January 2022.
Asset managers request climate disclosure from 10,000 companies
More than 680 financial institutions are asking corporates to report data using the CDP's system.
Galvin examining ‘surprise’ taxes on target-date funds
The Massachusetts securities regulator's latest sweep targets the broker-dealers of the largest fund companies in the industry: Vanguard, Fidelity, T. Rowe Price, BlackRock and American Funds.
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.
What the $50 million Altruist funding means for RIA custodians
With a new funding round and support from the asset management giant Vanguard, Altruist increases its potential to break up the RIA custodial oligopoly.
Market surge exposes cracks in online trading platforms
Brokerages like Schwab, ETrade, TD Ameritrade, Robinhood and Fidelity were hit with technical difficulties as trading spiked amid news of a COVID-19 vaccine
BlackRock, Vanguard, Transamerica roll out latest ESG funds
By applying ESG screens, the new funds alter the composition of the traditional indexes
BlackRock learns it ain’t always easy being green
New reports show how even the world's largest asset manager at more than $7.8 trillion and one of the most vocal proponents of environmental, social and corporate governance causes can be guilty of greenwashing.
Why Vanguard is about to engulf the financial planning industry
Steps advisers can take to avoid getting hurt by the fund giant's rise in the planning space.
Vanguard’s funds reach new heights
Vanguard Group surpassed State Street Global Advisors as the second-largest ETF provider, a new milestone following a year that was filled with them.
Vanguard could have the edge in active ETF battle
Index champ has $652 billion in actively managed mutual funds.
Vanguard’s got its own ‘Apple’ problem
Like Tim Cook at the iPad maker, Tim Buckley has some damn big shoes to fill.
