Articles tagged "Vanguard"
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Thoughts on 'robo-advisors' served cold, compliments of Kitces and Waymire
With the potential for channel conflict, wirehouses are the most handcuffed in thwarting automated financial 'advice'
June 15, 2014 at 7:40 PM
Fidelity loses some RIA assets over its new DFA/Vanguard fees but other RIAs crunch the numbers and soldier on
Some advisors reason transaction hikes are actually cheaper than hidden costs of other mutual funds -- others are just fed up
January 3, 2014 at 7:00 PM
10 most-read RIABiz stories of 2013 and why you couldn't resist them
This year's potpourri includes young Horatio Algers, aged Cassandras, irate investors and a professor with the 401(k) industry in his sights
December 18, 2013 at 9:12 PM
Why Fidelity's Anthony Rochte could still laugh best in the ETF game -- despite a late, late start
The Boston fund giant, with its hired gun ETF czar, has an outside shot at jumping from laughing stock also-ran in ETFs to first-mover if it pulls off its deep-in-the-rockies launch of active ETFs
October 25, 2013 at 3:20 AM
After 'a lot of flak' Fidelity Investments does a study and pledges to change how it manages its $170 billion of target date funds
The Boston giant announces findings to justify its surprising embrace of stocks but skeptics say Fidelity is under pressure to conform with rivals T. Rowe Price and Vanguard Group
September 27, 2013 at 4:56 AM
Why target date funds fail in the one area they're supposed to succeed -- downside protection
SEC recommendations about the inherent risk of target date funds are more controversial than their author's realize, says a veteran risk assessor
July 22, 2013 at 3:40 AM
John Bogle tells the Morningstar crowd just why Vanguard Group has a 'problem' -- and it starts with his dogged criticism
The outspoken sage is outraged that his old company sells funds with 'Wonder Bread' sales tactics while holding itself out as the low-cost choice
June 14, 2013 at 5:25 PM
Why the industry needs to accept some blame for 'flaws' in PBS Frontline's 'Retirement Gamble'
The PBS report was slanted, simplistic and went in for shock value, say critics, but some in the industry say too-high fees are in fact the root of the problem
May 15, 2013 at 3:09 AM
RIAs who trade very much seek to know more at a mile-high NAAIM Conference
The 24-year-old group makes its first dedicated market hire and continues to demand respect
May 2, 2013 at 8:11 PM
Jack Bogle steps aside as senior standards chairman at Advizent
The Vanguard legend reportedly had competing interests for his time
December 28, 2012 at 5:10 PM
Walt Bettinger strikes back to show that Charles Schwab won't be bested in the brewing ETF price war
The Schwab CEO says that moves are permanent and that ETFs are not a loss-leader for his firm
September 21, 2012 at 4:38 PM
RIAs join move to right a 401(k) wrong: Lopsided plan expenses -- a non-DOL issue
Participants using mutual funds with active management pay for their passively managed brethren; with fiduciary issues being taken for real, this is a problem
September 20, 2012 at 5:01 AM
Why making partner at Deloitte Touche helped convince a CPA to join a $2 billion DFA RIA 2,300 miles away
After Michael Brown earned CPA nirvana he realized what he really wanted to do -- become an IA
August 10, 2012 at 3:51 PM
How two RIAs succeed by using only Fidelity funds -- but not without weathering criticism about closing their own architecture
The heads of Weber Asset Management are unfazed by peers and analysts who says they are taking brand loyalty too far
July 30, 2012 at 4:12 AM
What led to Vanguard allowing its 401(k) plan sponsors to shop around for non-Vanguard target-date funds
Despite the new choices available to plan sponsors, Vanguard believes clients won't stray -- but industry observers are not so sure
