Adviser Fund Update Archives - Adviser Investments

Market summary and expert insights

Adviser Fund Update

Fidelity Magellan Fund Portfolio Manager Retires

March 7, 2019

Jeffrey Feingold Departs Prominent Fidelity Fund

Fidelity Investments has built its reputation on offering investors access to high-quality active managers, and few in its stable have garnered as much media attention as the stock-pickers running its Magellan fund. At the end of February, Jeffrey Feingold, who has had sole…

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Fidelity, Schwab Fund Fee Clash Continues

February 21, 2019

Fidelity, Schwab Fund Fee Clash Continues

The fee war remains red hot among the fund industry’s behemoths, with Fidelity Investments and Charles Schwab due to add hundreds more commission-free ETFs to their lineups by the end of this month. The two firms will be making a range of global, emerging…

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Vanguard Cuts Leveraged ETFs From Brokerage

February 7, 2019

Vanguard Says ‘No Leveraged ETFs for You!’ | ‘XXX ETFs’ Ban Effective January 22

Is it appropriate for a brokerage platform to ban certain products to protect investors from themselves? In Vanguard’s estimation, a broad category of exchange-traded funds (ETFs) has crossed that line. The Malvern, Pa.-based fund colossus…

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Portfolio Balancing Revisited

January 24, 2019

Portfolio Rebalancing Revisited

Many investors use a new year as an occasion to rebalance their portfolio. But is regular rebalancing really necessary? Perhaps not, judging simply by its impact on returns: Last fall, we analyzed two rebalancing strategies recommended by Fidelity and Vanguard, time-dependent and portfolio drift. After putting the…

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Special Report

Stock Buybacks: Public Enemy Number One?

Common Misconceptions About Buybacks and How They Impact Your Portfolio

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Vanguard Shutters Convertible Securities Fund

January 10, 2019

Vanguard to Liquidate Billion-Dollar Fund

When is a billion dollars not enough? In Vanguard’s case, it’s when a $962-million fund “has not gained broad acceptance among targeted investors.” On Jan. 3, the Malvern, Pa. fund titan closed its 32-year-old Vanguard Convertible Securities fund to new investors…

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End-of-Year Manager Changes at Vanguard

December 27, 2018

Vanguard Manager Changes for U.S. Growth, MidCap Growth and Growth Annuity Funds

Is Vanguard finally coming around to our view that more fund managers means more problems for shareholders? On December 17, the Malvern, Pa.-based fund leviathan announced management changes at its U.S. Growth, MidCap Growth…

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Making the Most of Your Charitable Giving

December 12, 2018

Special Report: Making the Most of Your Charitable Giving

’Tis the season and at Adviser Investments we think charitable giving and a personalized tax strategy go hand-in-hand. In our newest Special Report, Making the Most of Your Charitable Giving, we explore five strategies we’ve helped clients use over the years…

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Vanguard Cuts Minimums (Hence, Costs) for 38 Index Funds

December 3, 2018

Vanguard Fires Back in Index-Fund Fee Wars: Higher Investment Minimum Eliminated

The fee wars rage on! Since Fidelity launched the first index funds with zero expense ratios last August, we’ve been waiting to see how Vanguard would counter. Now we know. As of November 19, the Malvern, Pa.-based fund…

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Vanguard’s Newest Bond Fund Takes Active, Global Investing Approach

November 15, 2018

New Vanguard Global Bond Fund Opening

With a single stroke, Vanguard has doubled its global bond fund offerings from one to two. The actively managed Vanguard Global Credit Bond fund should open to investors in the coming days. It will go head-to-head with the index-based Vanguard Total…

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Special Report

Social Security's Role in Your Retirement

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Rebalancing: What Do the Numbers Say?

November 5, 2018

Should You Rebalance Your Portfolio in Times of Heightened Volatility?

The latest bout of market volatility has taken some helium out of the stock market’s balloon nearly a decade into a bull market run that’s seen the S&P 500 more than quadruple from its March 9, 2009 bottom. The…

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Vanguard’s ‘Connectivity Issues’ and Fidelity’s Cryptocurrency Division

October 22, 2018

Fidelity Opens Cryptocurrency Company

Fidelity already dipped its toe in the cryptocurrency market. Is it ready to take the full plunge? Last August, Fidelity CEO Abigail Johnson followed through on her avowed interest in cryptocurrency and blockchain technology when Fidelity’s website implemented an option to display bitcoin, ether (another cryptocurrency…

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