Adviser Fund Update Archives - Adviser Investments

Market summary and expert insights

Adviser Fund Update

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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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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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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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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