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Articles tagged "Daniel Wiener"


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Jeffrey DeMaso: Expense ratios, even at Vanguard, are not a one-way street lower.

Vanguard Group steps up share-the-misery pricing to reduce revenue crunch, the first time since 2008-2009 that it jacked up more fund fees than it cut

The $6.7 trillion Malvern, Pa. giant's was already edging away from share-the-love pricing before market-downturn, AUM jolts exacerbated the trend.

November 29, 2022 at 9:57 PM

Rob Foregger: Moving beyond the target date fund ... that’s the vision ... they're now antiquated.

New class of robos lay siege to 'antiquated' target-date-funds (TDF) market; even defender of the 401(k) citadel, Vanguard, sees handwriting on the wall

Fidelity, Ascensus, and Morningstar are all making 401(k) moves that could see automated advice replace the Vanguard-dominated TDF market but maybe Vanguard just woke up in time to cannibalize the market itself.

October 8, 2019 at 3:02 AM

Reuven Avi-Yonah: Will the IRS be willing to take on many millions of investors or is Vanguard too big to tax?

Why Vanguard Group has proved impervious to a '$34.6 billion' whistleblower suit and why nobody's suggesting Vanguard execs should breathe easy

The SEC documented a 1981 OK on the asset manager's 'at-cost' fee structure - but if the IRS is egged on it could cost Vanguard bigtime in back taxes, penalties and future business

December 22, 2015 at 8:09 PM

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