Articles tagged "The Vanguard Group"
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Salim Ramji makes appeal to shareholders of two Vanguard index ETFs to re-classify them as 'non-diversified' -- to keep them diversified, but not 'synthetically'
The Vanguard CEO posted a letter with brokers ahead of a [Tues.] Nov. 4 vote that came about because fund holdings like JP Morgan are too technically concentrated for the SEC -- forcing expensive 'synthetic' holdings to stay in compliance
November 1, 2025 at 1:09 AM
RIAs beta-test Denali, Orion's 'future' • Altruist AI goes upscale • Fidelity revenues soar; weeds out ETF flops • Envestnet nets new CTO • DPL, Robinhood hit milestones • Schwab now inside Advyzon software • Wisz & Fava back start-up • eMoney launches mass affluent 'Plan B' • Trump biz adds betting
Fidelity is in sweet spot, doing it all • Orion is testing its new cornerstone tool, but it won't reveal pricing until 2026 • AUM milestones hit • Advyzon lands Schwab deal • RIA big-hitters back start-up • eMoney is plotting downmarket growth • Trump follows Robinhood's lead • Joe Lonsdale wants pardon policy changed.
October 30, 2025 at 3:50 AM
Vanguard quietly makes two definitive moves -- replacing its rookie chief legal officer after a year of legal scrapes, and naming leaders of its 'parallel' plan to split fund management into two teams
The Malvern, Pa. firm poached Principal's CLO, Natalie Lamarque, while Glenn Booraem and Carolyn Cross will head the newly created investment management teams
September 12, 2025 at 12:37 AM
RIAs are starting to embrace 'model' portfolios, pressuring the status quo proprietary model of giants like BlackRock, Vanguard and Capital Group and making TAMPs emphasize back office support
Wirehouse brokers and IBD reps have already driven trillions in assets to 'models' but if RIAs -- and specialized 'RIA' model suppliers jump in, a $13 trillion market is projected by 2029
August 19, 2025 at 5:10 PM
Vanguard and Fidelity each launch pricier [for them] funds -- extra junky junk bonds and futures -- that wealth managers prefer to farm out
The Malvern giant already has a 'junk' ETF, but more constrained than this one, and Fidelity's new futures ETF looks to a brighter future, after a slow start
July 24, 2025 at 2:15 AM
Charles Schwab finally launches 'discretionary' version of Schwab Wealth Advisory, removing the last difference with RIAs, and closing a gap with Fidelity and Vanguard
The Westlake, Texas, broker-dealer's CEO revealed the launch of Schwab Wealth Portfolios, where each portfolio move will no longer need investor approval -- a feature long offered by Fido and Vanguard.
July 22, 2025 at 3:28 AM
In a massive overhaul, Vanguard will split its $10.4 trillion in funds between two 'distinct' management teams with separate trading desks potentially trading against each other, analyst says
The index fund leader will separate 'hot button' corporate governance by team, and hopes to reap deeper focus, greater flexibility, and more opportunities for growth.
June 25, 2025 at 1:10 AM
Schwab undercuts Vanguard (and BlackRock) again by slashing ETF fees up to 50% -- math that works when keeping RIAs is a priority
The $10 trillion discount broker cut its international ETF fee by 50%, a fee that is now 25% lower than that of the equivalent Vanguard ETF
June 10, 2025 at 11:18 PM
Vanguard's and Blackstone's plan to bring 'alts' to the masses revealed in SEC filing, but protagonists take passive role, leading analyst to brand the new fund a 'dud'
Industry analysts expected much more after Vanguard CEO Salim Ramji and Blackstone president and chief operating officer Jon Gray did a joint video, brimming with promise.
May 13, 2025 at 1:41 AM
Vanguard gets new CFO, Salim Ramji's second, strategic and handpicked selection • High rates but lower-balance money markets • SEC loses nearly 1-in-5 staff -- largely from its legal nerve center
Vanguard CEO puts John Bendl in strategic role • Money markets fall off record highs • Capital Group joins private credit goldrush • John Thiel signs on with DPL • RIA poaches top AssetMark exec, names him president.
April 29, 2025 at 2:51 AM
Rick Wurster puts hard(er) date on Schwab spot bitcoin launch, after key hire and 400% surge in visits to its 'crypto site,' but isn't pulling down crypto red flags quite yet
The Schwab CEO expects house 'spot' trading by mid-April 2026, though Schwab's site starkly warns crypto has no 'inherent value.'
April 19, 2025 at 3:39 AM
Vanguard's deal with Blackstone follows its bleak, almost black, market prognosis • SSGA launches another 'Apollo' product, sans Apollo brand • SEC OKs 'green' exchange • Senators call out Trump 'fraud' in letter to new SEC chair
Recession signals grow • Confirmed as chair, SEC's Atkins faces Trump decision • InvestCloud nabs ex-Envestnet COO • Tibergien protégé lands at RIA • RIAs still see direct-indexing as a solution hunting for a problem • Software companies hire & launch.
April 18, 2025 at 2:26 AM
Betterment trims fee despite 'no pressure,' and can still upcharge 160% over robo fee by upselling CFP humans -- more than 100% over Vanguard -- with RIA-like fees
The New York robo imposed 65 basis points in 2024 on humanized $1-million-plus accounts, but is not competing with RIAs and 'never has been'
April 5, 2025 at 12:23 AM
Vanguard's new CEO breaks record by zapping $350 million fund-expense, but 'raises the tension' managing brokerage, analyst says
Salim Ramji went big with micro-cuts on 87 fund fees but the average cut is just one basis point, the process is opaque, brokerage fees are rising and service and technology issues remain the real pain point, says Jeff De Maso.
February 5, 2025 at 3:49 AM
BlackRock blows off deadline from regulator for third time in three months, leading FDIC to insist it won't tolerate a fourth snub; hogwash, says leading lawyer
The giant New York City asset manager is pushing back because it can, lawyer says, but the bank regulator says it will force the issue if BlackRock continues refusing to play ball.
