Articles tagged "Vanguard Group"


HeadlinePublish date

RIAs and RIA vendors churn talent madly in March and April '18 as 'New Moves in the Biz' captures 35 of them

Serial HR moves by Raymond James, FinMason, American Century and Vestwell helped them expand into new territories, add job descriptions and more varied product lines

May 18, 2018 — 9:23 PM UTC

Vanguard Group gets under RIAs' skin by launching ETFs supposedly aimed at helping them

Joe Duran says debut of up-priced, factor-based ETFs paves the way for fatter Vanguard RIA margins and broader U.S. wealth-management market share

February 22, 2018 — 3:55 AM UTC

At Inside ETFs, Vanguard CEO skipped over ETFs to get to a hotter topic -- mass delivery of financial advice

In his first public speech, Tim Buckley warned that asset managers no longer have the target on their backs -- but advisors do

January 30, 2018 — 10:13 PM UTC

Vanguard Group makes $1.15-trillion AUM bet on blockchain technology that eliminates giant daily manual process

The $4.8-trillion giant applies the 'bitcoin' decentralized ledger to CRSP-tracked AUM to match indexes and index funds in real time

December 13, 2017 — 1:09 AM UTC

TD Ameritrade calms the RIA Twitter storm but not questions about the spreads on the ETFs replacing the super-liquid Vanguard and Core iShares

The additional 60-day extension lets advisors breathe but even Wall Street analysts wonder just how far TD Ameritrade should go in inflaming 'consternation' of 'golden goose' RIAs

October 27, 2017 — 12:45 AM UTC

After leaving Envestnet, Jay Hummel pops up at American Century with a 21st century plan

The former 'thought leader' is moving three children to Kansas City to more rapidly move the old-line mutual fund company to action

January 4, 2017 — 7:06 PM UTC

After Vanguard gains $550-billion ETF lead, Fidelity makes 'rabbit out of the hat' play to regain ground

But even as Boston execs attempt magic, Vanguard makes almost simultaneous ETF move that requires no lagomorphs

August 22, 2016 — 10:54 PM UTC

What Vanguard's hire of a sizzling Wall Streeter reveals about Bill McNabb's determination to avoid the whiff of stale passivity

Anne Robinson is the new chief counsel reporting to the CEO, but her Citi and AmEx branding expertise and her outsider status hint at the $3.4-billion asset manager's nod to rapid shifts toward market challenges

August 5, 2016 — 7:21 PM UTC

Vanguard CEO says: 'We are a technology company' and hints strongly that robo-for-RIAs may be in the offing

Bill McNabb oversees 3,000 engineers who are willing to pay for 'dry holes' in drilling for the next Shaybah Oil Field of financial advice

June 16, 2016 — 8:17 PM UTC

An advertiser's chats from the Inside ETFs event and the Vanguard-versus-the-world chess match they depict

Ebullience born of dreams of a bright future for the ETF channel infused the crowd of 2,000 in South Miami

February 1, 2016 — 6:03 PM UTC

Bill McNabb declares 'bull market' for RIA advice then downplays role of Vanguard Personal Advisor Services

The Vanguard CEO sees new era of 'advisor alpha' facilitated by software and low costs

January 26, 2016 — 12:56 AM UTC

How vendors fail RIAs -- and themselves in the bargain -- by insulting RIA intelligence

Anything with a whiff of closed architecture, overcharging, inauthenticity, opacity or idiocy masquerading as information is a long-term credibility corrosive

December 9, 2015 — 12:42 AM UTC

NAPFA is small, pure and aching for an elevator pitch -- but the perfect place for NYC-based MaxMyInterest to debut

Amid the din of an otherwise predictable Midwestern JW Marriott event, a different kind of robo got swarmed by the advisors wearing halos

October 27, 2015 — 5:17 PM UTC

Dimensional Fund Advisors to launch 13 target date funds but can its RIA 'cult' deliver success?

The Austin, Texas-based fund giant sees a 401(k) opening the size of its home state if Vanguard, T.Rowe and Fido are any indication

October 16, 2015 — 4:33 PM UTC

The 'other' Morningstar conference shaped up as a true ETF summit with principals of exchange traded fund programs on the prowl

The growing ETF universe is getting specialized as it braces for its post-disruption future as the establishment product

October 5, 2015 — 12:45 AM UTC