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By Gil Weinreich, AdvisorOne |
April 25, 2013
Advisor Jeff Troutner of Equius Partners says a broader look at the numbers is less favorable to Vanguard than unsuspecting advisors might think—but Vanguard answers back to AdvisorOne.
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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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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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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.
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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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By Janet Levaux, AdvisorOne |
October 2, 2012
The new benchmarks, to take effect in 2013, will impact more than $530 billion in client assets.
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By Marlene Y. Satter, AdvisorOne |
October 3, 2011
Vanguard changes 10 funds; First Trust fund looks for IPO; Grandeur Peak to launch two funds; and Castle Investment Management cuts expense ratio.
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By John Sullivan, AdvisorOne |
September 30, 2011
In further controversy over the use of proprietary products, members of Ameriprise Financial Inc.'s 401(k) plan filed a proposed class action in Minnesota on Wednesday claiming they lost $20 million in investments.
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By Janet Levaux, AdvisorOne |
June 1, 2011
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By Janet Levaux, AdvisorOne |
May 11, 2011
Vanguard said Wednesday that it was reducing the minimum investment requirement from $3,000 to $1,000 for the 12 funds in its index-based Target Retirement Fund series.