Articles tagged "The Vanguard Group"
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Dimensional Fund Advisors, long the flagship of factor investing, struggles to chart a course as a nimble rival and big foot competitors cut into its market--and exploit its slow move to ETFs
Vanguard, BlackRock and Avantis rattle a complacent Dimensional Fund Advisors with fee cuts and ETF roll outs based on 'smart beta.'
August 9, 2022 at 1:57 AM
Charles Schwab Corp. is jacking down ETF prices again (like a Jack Bogle) after Vanguard, again, raises a series of fund prices -- albeit with a net fee reduction
The Westlake, Texas, super-broker is making clients 'beneficiaries' while the $7-trillion Malvern, Pa., behemoth is raising prices as both firms make strategic calculations about the future.
June 27, 2022 at 3:26 PM
Shorts: ESG forces Vanguard, BlackRock, SSGA to choose on abortion • Schwab uses money and brand to correct white-male CFP supermajority • S&P 1500 pensions overfunded despite underwhelming 2022 returns • Vanguard closes gap on BlackRock as top institutional manager • Musk puts Orion on Twitter map
Culture war envelops ESG. 'Big-three' face crisis on abortion rights • The population is 50.8% women, 13.4% Black, 18% Latinx, but 76.6% of financial planners are white men. • Schwab funds CFP effort to rebalance • S&P 1500 pension plans are running a $55 billion surplus • Vanguard nears BlackRock institutional asset sum • Daniel Crosby lures behavioral finance interest, via Diet Coke.
June 11, 2022 at 1:05 AM
BlackRock to curb ESG 'social justice' proposals with its voting power this proxy season and embrace big oil, claiming Ukraine war, Russian embargo demand climate goals reset
The New York City manager of $9.6 trillion races to redefine -- and resuscitate -- reeling 'ESG' after the Ukraine war exposed perils of charging a premium fee to contain free market forces.
June 1, 2022 at 3:22 AM
Vanguard may be shorting much vaunted 'owners' of its low-cost index funds as it upshifts to more Wall Street-style exec-comp to thwart competitors and chase high-net-worth investors
Shareholder profits at the Malvern, Pa. company are being undercut by undisclosed millions in executive and staff pay raises as the company seeks to shore up its eroding value proposition.
May 15, 2022 at 7:15 PM
Vanguard, American Express INVEST deal hits a wall--of hard numbers--shattering its supposed value amid one glaring 'fine print' disclosure-- it’s a huge conflict of interest for Amex
The semi-confusing, higher-fee AmEx-Vanguard package is cheaper, clearer and better unbundled, an RIA calculates, yet may not be too outlandish for the one-stop convenience, a Morningstar analyst counters
April 26, 2022 at 3:49 AM
RIABiz Skinny: Vanguard purges a last vestige of crypto from its platform • Onramp raises cash lifeline after CEO kerfuffle • Max Schatzow questions whether Cathie Wood gets SEC hall pass • Schwab shares correct on earnings then get re-walloped 'sorting'
Malvern, Pa. giant does opposite of hedge crypto • Onramp lives on despite Tyrone Ross off ramp • RIA blogger sees SEC double standard • Schwab's revenues and 'sorting' have Wall Street out of sorts.
April 23, 2022 at 1:44 AM
With McKinsey helping to up its 'efficiency,' Vanguard Group does eye-opening client acquisition deal with American Express that layers a big fee onto financial planning offering that the two firms roughly split
The New York card company will charge 50 basis points for Vanguard advice then share half that revenue with Vanguard.
April 13, 2022 at 1:50 AM
Chronic fee chopper Vanguard Group raises prices on nine funds, showing 'ownership' cuts both ways, cutting fat is getting harder and Vanguard pricing is both art and algorithm
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.
March 5, 2022 at 1:19 AM
Vanguard Group restores check writing and printable PDFs, gets Tim Buckley off voicemail and preserves its funds' pristine reputation, yet also reignited investors predisposed to label it a digital bumbler
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
January 6, 2022 at 2:34 AM
Vanguard's website snafu -- perhaps an unforced error, a CTO says -- has no ETA for a fix but it led to CEO Tim Buckley to read the automated message script to desperate callers
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
December 30, 2021 at 1:52 AM
Vanguard makes mockery of 'digital' myth by reporting $1.3 trillion after its new mobile app's panned debut -- then makes Tara Bunch a director
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.
December 9, 2021 at 3:19 AM
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.
