Adviser Fund Update Archives - Adviser Investments

Market summary and expert insights

Adviser Fund Update

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

Fidelity vs. Vanguard

Which is right for you?

Find Out

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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Vanguard Risk Leader Named; Manager to Step Down

October 8, 2018

Vanguard Taps Joseph P. Brennan as Global Chief Risk Officer

There’s a new risk czar in Malvern. Last month, Vanguard unveiled some leadership changes, chief among them the creation of a new position: Global chief risk officer. And to fill that role, Vanguard selected Joseph P. Brennan. Brennan will oversee…

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Barron’s Names Adviser Investments a Top Independent Wealth Adviser

September 24, 2018

Barron’s Names Adviser Investments a Top Independent Wealth Adviser

For the sixth year in a row, Adviser Investments has been recognized on Barron’s list of “Top 100 Independent Wealth Advisors .” Our Top-30 ranking (which appeared in the September 14, 2018 issue) is based on the…

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Fidelity Manager Retires; IRS Phone Scams Increase

September 10, 2018

Longtime Fidelity Mutual Fund Manager Announces Retirement

At the end of August, Fidelity announced that prolific fund manager Mark Sommer plans to retire at the end of the year, capping a 26-year tenure at the Boston fund giant. Sommer, a municipal bond specialist, currently oversees 21 Fidelity mutual funds, accounting…

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Special Report

Financial Planning: Securing Your Future

Helping You Answer and Prepare For Life’s Big Questions

Get it Now

Bull Markets, Estate Planning and Vanguard Fund Changes

August 31, 2018

Vanguard Doubling Its Global Bond Fund Offerings 

Soon there will be not one, but two different ways for investors to globetrot the world of bonds at Vanguard. Earlier this month, Vanguard announced plans to open an actively managed global bond fund in November. This follows the May reveal that the…

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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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