Articles tagged "The Vanguard Group"
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Taking the helm from famous founder, Jay Shah gets Personal Capital out of Vanguard's shadow with new shape, new deals and a 70% leap in assets
Still $93 billion-plus in arrears to Vanguard's $100 billion RIA, the new virtual-RIA CEO is making strides in the kinds of startup details that a venture capitalist can love
July 6, 2018 at 8:20 PM
Vanguard Group Makes Big Move on RIA Custody by Ending Commissions on 1,700 ETFs in Bid to Become Walmart of Financial Services
The Malvern, Pa.-based giant 'face slaps' Charles Schwab & Co. by undercutting it on ETF distribution fees the way Schwab did to it on ETF management fees
July 4, 2018 at 2:51 AM
TD Ameritrade scores sweet exclusive deal with Vanguard that includes RIAs managing otherwise self-directed 401(k) accounts
To make up ground, Vanguard Group also partnered with Newport Group
May 8, 2018 at 12:40 AM
How Vanguard lost a $19.4-billion 401(k) account to Fidelity and why it's the exception to the rule -- and isn't
Chevron boots the hyper-fiduciary Malvern, Pa.-based indexing giant in favor of Fidelity after two dismissed lawsuits
November 21, 2017 at 12:53 AM
TD Ameritrade angers RIAs who feel 'blindsided' after TD Ameritrade's actions prompt the departure of all Vanguard and some iShares ETFs from its NTF platform
The Omaha-based broker's roll-out of new ETF platform also removes Morningstar as ETF-picker as new State Street ultra-cheap fund line-up gets the Vanguard/iShares spoils
October 18, 2017 at 9:45 PM
Morningstar renders ETF verdict by discontinuing ETF-only conferences after category becomes the Vanguard-BlackRock show
Smaller, newer ETF players are forced to pursue micro-niches and active management -- only to encounter the big players lurking there, too
September 13, 2017 at 5:26 PM
Schwab CTO's speech in NYC spotlights an RIA business addicted to innovation – with no fresh fix in sight
Timothy Heier set the lower-morale tone at In|Vest 2017 of a B2B industry waiting for a Mark Zuckerberg to push it forward again -- perhaps with artificial intelligence as the final frontier
July 20, 2017 at 9:37 PM
What to make of Bill McNabb exiting Vanguard mid-rise, forsaking as much as a $15-million annual salary and what Jack Bogle might have to do with it
The Vanguard CEO played the indexing explosion to perfection and silenced the founder in 2016 as he kept his Malvern, Pa.-based giant on an investor-friendly course
July 14, 2017 at 12:01 AM
The smart beta ETF industry gets blasted at swank Manhattan summit by an unlikely group of critics
The active-but-passive category soared from $200 billion to $620 billion in the past four years, but Rob Arnott and other big smart-beta names at Convene were not in a gloating mood
June 15, 2017 at 2:44 AM
Vanguard RIA's growth leaps to $5B of assets per month in 2017 as Schwab's RIA robo jumps to monthly $1.3B
Vanguard Personal Advisor Services now has 500 advisors and Schwab, downplaying robo success, promises more advisors are its 'robo' future
May 9, 2017 at 7:12 PM
RIA lobby fires off letter to DOL claiming rules aimed at reining in overzealous stockbroker sales pitches chill RIA conversations with their prospects
The IAA's letter to the Labor Department asks that RIAs not get entangled in rules designed to prevent stockbrokers from making misleading pitches
April 20, 2017 at 5:16 PM
How the DOL rule postponement is a blessing for RIAs that 'took their foot off the gas' -- and why Vanguard sees such delays as a creeping menace
The Feb. 3 Trump executive order offered grounds for the pause but Bill McNabb warns this delay may beget a never-ending death spiral of delays and 'troubling' uncertainty
March 29, 2017 at 11:06 PM
Schwab employee 401(k) lawsuit taunts Chuck by using Vanguard as Exhibit A
The San Francisco giant is latest to get hit with legal scourge; Ameriprise and Fidelity already shelled out megabucks to settle claims that their retirement funds underperform and charge a lot to do it – but not Vanguard
March 8, 2017 at 6:34 PM
'Jessie from Pennsylvania' blindsides a monotone Vanguard webcast and CEO McNabb deftly embraces his critic
The inquiring gadfly at the 2017 markets chat got in her shot about Vanguard's value proposition and the Vanguard chief humble-bragged about his company's problem of too much volume
January 12, 2017 at 10:33 PM
Vanguard set to launch geek-spirited think tank in heart of Philly as its 'robo' (that really isn't) hits $47 billion of AUM
The 'innovation center' adds to CEO Bill McNabb's theme of Google emulation and perches at the nexus of Penn, Drexel, Temple and other local universities
