News, Vision & Voice for the Advisory Community
Tag
119 articles
The $8.1 trillion in managed assets giant also cut fees on 32 funds, and kept fees at 109 funds unchanged, according to fiscal end-of-year reports, Sept. through Dec. 2021.
The Malvern, Pa.-based manager's glitches will mostly go down as no-harm, no-foul, yet fuels Vanguard's critics who find its high fiduciary standards for investing don't extend to service and software
The Malvern, Pa., giant's mistake may have been chancing a code change in notoriously hazardous December, an IT expert says, though Vanguard points to a third party
The talent who made AppleCare work before Airbnb joins the $8.4 trillion AUM giant hot on the heels of two fresh software glitches that sparked industry debate over Vanguard's technology.
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
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.
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.
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.
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.
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
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.
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.
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.
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
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
The Industry Sourcebook for RIAs
RIABiz Directory
sponsored by