Market summary and expert insights
Adviser Fund Update
Fidelity Opens Fixed-Income Factor ETFs & Lessons from Vanguard’s 401(k) Shakeup
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…
Do These Vanguard Fund Updates Impact Investment Strategy?
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…
Is Fidelity’s Multi-Asset Income Fund for You?
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…
5 Retirement Savings Blunders You Can’t Afford to Make
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…
Surprise Resignation at Vanguard
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…
Fidelity High-Yield Manager Retiring
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…
The End for Fee Cuts at Vanguard?
When Should You Hire a Financial Adviser?
In the latest episode of Adviser Investments’ The Adviser You Can Talk To podcast, Director of Research Jeff DeMaso sits down with Senior Account Manager Claudine Schrock to discuss some of the reasons do-it-yourselfers turn to professionals to manage their portfolios. Periods of…
Adviser Investments Launches ‘The Adviser You Can Talk To’ Podcast
Adviser Investments Launches ‘The Adviser You Can Talk To’ Podcast
In February, we debuted our newest podcast series, The Adviser You Can Talk To, discussing investment topics that matter for every investor, from the curious novice to the most seasoned professional. The first five episodes of The Adviser You Can…
Fidelity Takes Fee War to New Front
Fidelity Takes Fee War to New Front
For years now, Fidelity has been duking it out with Vanguard on the low-cost battlefield with each competitor attempting to claim the least expensive investment vehicles on the market. The war has been waged with elaborate publicity campaigns boasting passively managed index funds…
Changes at Vanguard REIT Fund
Changes at Vanguard REIT Fund
Effective immediately, Vanguard has changed the investment objective, name and index benchmark of its REIT Index fund. The fund will henceforth be known as Vanguard Real Estate Index, and will track the MSCI U.S. Investable Market Real Estate 25/50 Index. The move may not be…
Tax Bill Curtails AMT Burden
Tax Bill Curtails AMT Burden
The only thing less popular than paying taxes is to have your time wasted doing it. For those under its umbrella, the additional complications of the Alternative Minimum Tax (AMT) can be especially unpleasant. Essentially, you have to do your taxes twice. The Tax Policy…
Fidelity to Launch International Factor ETFs
Fidelity to Launch International Factor ETFs
Earlier this week, Fidelity filed paperwork to register the launch of two new “factor-based” exchange-traded funds (ETFs) that focus on international stocks with specific characteristics—International High Dividend ETF and International Value ETF—on January 18. The new ETFs expand to eight Fidelity’s suite of factor,…
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