Articles tagged "Jeff DeMaso"
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Vanguard Group updates SEC disclosures to warn its sheer 'ownership' is a growing and serious investment risk because of what regulators are intimating
The Malvern, Pa., giant follows BlackRock warning that tracking indexes could lose precision or that the fixes -- derivatives or funds -- have their own downside... added expense.
July 25, 2024 at 1:37 AM
Salim Ramji takes Vanguard CEO helm with good vibes but the company's 50 million 'owners' may expect more privileges -- like better service, basic transparency and to know what, if any, rights they have
The ex-BlackRock exec began life yesterday at the mega RIA and asset manager knowing his mission is financial and ecumenical in nature, but with the calls for a turnaround centering more on the latter.
July 9, 2024 at 9:51 PM
Tim Buckley hazards Gen X, Y, Z blowback and catches Vanguard investors off-guard with last-second, anti-Fidelity policy to actively 'steer assets' away from Bitcoin
The Vanguard CEO stripped all third-party Bitcoin funds from its market, even though many young investors see them as table stakes portfolio spice.
January 17, 2024 at 4:56 AM
Vanguard sets an April 1 sell-by-date for some RIA clients to downgrade service or pay $300 upcharge, part of a concerning 'MBA-ization,' analyst says
The $7.2 trillion Malvern, Pa, money manager grew its RIA to a staggering $300 billion in eight years, but it's ready to crack down on investors who get premium service with pedestrian investment balances.
November 22, 2023 at 1:14 AM
Vanguard Group kills it (again) in 2022 with winning formula -- low fees and low service -- yet analysts wonder how long customers will tolerate chronic service glitches
The Malvern, Pa. firm mostly blew away the index-investing field in a tumultuous year as its size strained its service; analysts sense a breaking point could come as service aces Schwab and Fidelity shrink its price advantage.
