Articles tagged "The Vanguard Group"
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Vanguard Group reaches for more alpha and higher fees by filing to sell single-country 'China' fund and it likely ups its VPAS-related revenues in the bargain
After ending its physical presence in China, the Malvern, Pa. manager of $8.4-trillion is going headlong into the market with a new, 73-basis-point China fund that will be integrated into $260-billion AUM Vanguard Personal Advisor Services
November 30, 2021 at 11:35 PM
BlackRock's no longer secretive strategy to gain ground on Vanguard and Fidelity in $10.3 trillion DC market will now be tested on 120,000 employees at five US companies where it might work -- or not
BlackRock has about $1 trillion of defined contribution assets while Fidelity and Vanguard both administer multiple trillions, so the New York giant is dangling defined benefits as a way to win the defined contributions game.
October 29, 2021 at 11:54 PM
After Fidelity and BlackRock target date funds attract bigger inflows, Vanguard promises to move a minor mountain next February to make its TDF prices more competitive
The Malvern, Pa., giant maintains a towering lead in managing 401(k) assets in TDFs, but it'll take a merger and not a flick of the pen to post prices that could keep it near 37% market share.
October 12, 2021 at 2:01 AM
Ink dry on check, Vanguard Group is set to disrupt ETFs and other index funds-- using (mostly) RIAs that manage $3 trillion--to unleash its direct-indexing SMA subsidiary
Just a day after Franklin Templeton bought RIA DI software provider, Canvas, the $8.3-trillion Malvern, Pa., giant announced it closed on its purchase of Just Invest today.
October 2, 2021 at 8:51 PM
Vanguard Group becomes second domino to fall in 401(k) recordkeeper detente on plan portability, and the push is on to cajole Fidelity, the DC king, to follow suit
The $8 trillion Malvern, Pa., asset manager signed a deal with Retirement Clearinghouse to address its $1.8 billion of record-kept plan assets, which suffer universally despised pension 'leakage' that drains minority-held accounts.
September 24, 2021 at 1:21 AM
After freemium-like beginnings, Vanguard Group is priming its $243-billion RIA as a profit engine with high-octane, higher risk, higher-margin proprietary funds, tempered by an 'opt-in' for investors
The wealth management unit of the $8-trillion, Malvern, Pa., manager will exclusively distribute three active, high-conviction mutual funds with fees starting at 40 basis points
September 7, 2021 at 7:35 PM
Charles Schwab & Co. jacks up mutual fund commissions 50% to $74.95 on retail investors to counter freeloading by Vanguard, Fidelity and Dodge & Cox funds -- but RIAs dodge the crossfire
The $7.6-trillion, Westlake, Texas, firm is also taking TD Ameritrade sell commissions to zero on mutual funds to harmonize with its own price schedule.
August 31, 2021 at 10:30 PM
Vanguard Group shows up as 'alpha' disciple with two new fixed-income fund launches as it surpasses PIMCO's $2 trillion with ex-Goldman Sachs partner now calling the shots
The $8 trillion Malvern, Pa. manager owns beta investing, but RIAs are demanding higher income -- hence market timing and cherry picking -- from their fixed-income allocation.
August 10, 2021 at 11:46 PM
Suddenly Vanguard, BlackRock, State Street not only have the assets but the power of ESG mandates, which make them a growing threat to shareholder democracy, critics say
A handful of super-charged fund managers control $34 trillion of assets and most of the ESG inflows, giving them 'carte blanche' to shape corporate policies.
July 28, 2021 at 10:35 PM
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
With up to 25% of assets exposed, Schwab, Fidelity and Vanguard add algorithms to spot decreased mental capacity among aging clients, but RIAs are sitting ducks, a new report states
The leading edge of the boomer generation is now 75, near the average for Alzheimer's onset, and up to 25% will suffer diminished capacity, making them vulnerable to poor decision-making or exploitation
June 12, 2021 at 12:25 AM
Charles Schwab & Co. dials in what it may consider SEC's all-clear signal on bitcoin, while Vanguard's take includes nothing to turn a red light green
The Westlake, Tex., brokerage is taking a hyper-pragmatic, outward-looking approach and the Malvern, Pa. giant is relying on its inner compass, vision of reality.
June 4, 2021 at 1:45 AM
Vanguard Group's private equity retail push gets real as it launches buyer-beware products this summer to its brokerage accounts as prelude to selection for 'suitability' through its RIA
The $7.1 trillion Malvern, Pa., manager will first sell HarbourVest private shares with stern warnings before making alts part of Vanguard Personal Advisor Services portfolios
May 26, 2021 at 2:42 AM
Vanguard Group to open CFP-poaching battle front in Schwab-Fido-Pershing backyard, after its human RIA grows AUM 72% to $231 billion
The Malvern, Pa, manager of $7.5 trillion moves aggressively on Dallas metro area where its big rivals employ tens of thousands, showing Vanguard CEO Tim Buckley's faith in the RIA business model
May 21, 2021 at 2:30 AM
Jason Wenk raises $50 million from Vanguard Group and others, and Altruist may soon overtake Pershing's No. 3 RIA custodian spot, the Altruist founder asserts
The Los Angeles founder's disruption blitz involves a mobile-first Robinhood feel and a plug-and-play outsourcing one-stop-shop -- a sweet combination, except that it may not lure many big RIAs, analysts say.
