Managed Payout Funds

• Vanguard Shares Latest Fund Changes

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Vanguard is tweaking the asset mix of 20 funds, including several target-date retirement funds, “to further diversify these broad, balanced portfolios” and to incorporate the new Vanguard Total International Bond Index Fund, now in registration with the SEC.

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  Top Portfolio Products: Schwab Debuts Zero-Commission ETF Platform

  By Marlene Y. Satter, AdvisorOne  |  February 8, 2013

  In other portfolio news, LPL's Fortigent and Central Park Group join forces to offer more access to hedge funds, private equity, real estate and funds of funds.

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  Vanguard Tinkers With 20 Funds, Including TDFs

  By Janet Levaux, AdvisorOne  |  February 6, 2013

  Vanguard said Wednesday it was tweaking the asset mix of 20 funds, including several TDFs, “to further diversify these broad, balanced portfolios” and to incorporate the new Total International Bond Index Fund.

• Vanguard Switching Indexes

  By Janet Levaux, AdvisorOne  |  October 24, 2012

  To cut costs for investors, Vanguard plans to transition 22 funds, many of which have an ETF share class, to new indexes starting in 2013, the fund giant said in early October.

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  Vanguard to Switch Indexes on 22 Funds

  By Janet Levaux, AdvisorOne  |  October 2, 2012

  The new benchmarks, to take effect in 2013, will impact more than $530 billion in client assets.

• Managed-Payout Funds Proliferate

  By Ed McCarthy, CFP  |  July 1, 2008

  Mutual funds are proven wealth-accumulations tools, and the fund industry hopes to build on that success and retain investors' money with managed payout funds. The...