Adviser Fund Update Archives - Adviser Investments

Market summary and expert insights

Adviser Fund Update

Bull Markets, Estate Planning and Vanguard Fund Changes

August 31, 2018

New Podcasts: Measuring Bull Markets and Readying for Retirement 

We’re excited to announce that the most recent episodes in our series of The Adviser You Can Talk To podcasts have gone live. You can listen to them on our dedicated website as well as on other popular podcast sites…

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Fidelity Launches Fee-Free Funds; Vanguard Fires Manager

August 14, 2018

Fidelity Wins ‘Race to Zero’ With First Fee-Free Funds

Is it time to crown a victor in the fee wars? In what it touts as “rewriting the rules of investing,” Fidelity has launched the first index funds with zero expense ratios for individual investors. For years, we’ve been covering the…

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Fidelity Expanded Offerings, Fee Reductions & Strategy Changes

July 31, 2018

Fidelity Seeks Perfect Blend in New Target-Date Funds

What do you do when you have two lines of target-date funds-of-funds, one that invests in actively managed funds and one that relies on index funds? If you’re Fidelity, blend them! Fidelity has filed paperwork with the Securities and Exchange Commission…

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What Investors Should Know About Vanguard ETFs & Fidelity Share Splits

July 18, 2018

Vanguard Shifting Focus to Traders with Expanded ETF Selections?

Vanguard’s made its bones providing low-cost investments for long-term investors. Is it now trying to promote trading rather than investing? Last week, the firm announced it will offer its brokerage platform clients a significantly expanded list of transaction-free exchange-traded…

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Special Report

A Straightforward Guide to Preparing and Settling an Estate

Critical Steps at a Difficult Time

Get the Guide

Should Your Wealth Management Strategy Include ESG Funds?

June 29, 2018

Vanguard & Fidelity Expand ESG Investment Options

It’s a well-worn maxim that you shouldn’t let your emotions control your investment decisions. What about your conscience? Investor interest in “environmental, social and governance” (ESG) funds has been on the rise, and both Vanguard and Fidelity want to get further in…

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Fidelity Opens Fixed-Income Factor ETFs & Lessons from Vanguard’s 401(k) Shakeup

June 15, 2018

Low Duration Bond & High Yield ETFs Flesh Out ‘Smart Beta’ Offerings

Call them “smart beta” or “factor,” but whatever the name, Fidelity’s got two more of them for investors—this time in the fixed-income space. The new exchange-traded funds (ETFs) both focus on niche areas of the bond…

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Do These Vanguard Fund Updates Impact Investment Strategy?

June 1, 2018

Vanguard to Launch Global Bond ETF

Should you hold the whole bond world in your hands? Starting in August, Vanguard will give fixed-income investors the opportunity to do so with a single exchange-traded fund (ETF) at rock-bottom prices. But how big of a difference will it actually make in your…

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Is Fidelity’s Multi-Asset Income Fund for You?

May 18, 2018

New Managers Join Fidelity China Fund 

Fidelity’s China Region fund manager Bobby Bao has decided to return to the U.S., prompting the appointment of two co-managers who will eventually assume full-time management. Ivan Xie and Stephen Lieu began co-managing the $1.5 billion fund on April 4, the start of a…

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5 Retirement Savings Blunders You Can’t Afford to Make

May 4, 2018

5 Retirement Savings Blunders You Can’t Afford to Make

To err is human. To retire in comfort is divine. If you’re saving and investing for your retirement, congratulations. You’re off to a great start. But are you making the right moves? This week, we’re reviewing some common mistakes that can…

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Special Report

Health Care and Your Portfolio

Why We Invest in Health Care

See Why

Surprise Resignation at Vanguard

April 20, 2018

Surprise Resignation at Vanguard

Last week, Gregory Nassour resigned from Vanguard after more than 25 years of service. Nassour managed the $62.6 billion Short-Term Investment-Grade and the $29.4 billion Vanguard Intermediate-Term Investment-Grade funds. He’d overseen each fund since May 2008. Short-Term Investment-Grade grew into the fourth-largest actively managed bond fund…

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Fidelity High-Yield Manager Retiring

April 6, 2018

Fidelity Manager Announces Retirement

After more than 20 years at Fidelity, high-yield bond fund manager Matt Conti has announced his plans to retire at the end of 2018. Conti manages or co-manages a handful of Fidelity’s bond funds, including the $32 billion Total Bond fund, where he is the second-longest…

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