Articles tagged "Just Invest"
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Vanguard sued by direct-indexing founders for allegedly cajoling a deal for Just Invest where the payoff came from hitting targets that the fund giant, allegedly, impeded -- actively and passively
The Malvern, Pa., asset manager has yet to answer the claims, but the suit's acrimony could lead to a public relations black eye.
July 17, 2025 at 1:43 AM
After RIA pilot test soars, Vanguard Group buys Just Invest, to counter disruption bids by rivals in the direct indexing game
The Malvern, Pa., manager of $7.9 trillion lifted Just Invest to quick $1 billion of AUM -- much of it in accelerating 2021 -- then buys the Oakland, Calif., direct indexing startup
July 13, 2021 at 5:27 PM
Why FutureAdvisor orphaned its B2C book of business, how post-Invesco Jemstep is doing and other learnings at CFA Society's robo-panel in San Francisco
Since BlackRock acquired it, the $152-million robo has gone full-on for big enterprises with big books of boomers and joined a chorus of robo-owners sick of millennial bullcrap
