Advice and Insights - Page 3 of 20 - Adviser Investments

Investing for Life

Adviser Fund Update

Special Report

Stock Buybacks: Public Enemy Number One?

Common Misconceptions About Buybacks and How They Impact Your Portfolio

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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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The End for Fee Cuts at Vanguard?

March 23, 2018

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 …

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Special Report

Financial Planning: Securing Your Future

Helping You Answer and Prepare For Life’s Big Questions

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Fidelity Takes Fee War to New Front

February 23, 2018

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 …

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Changes at Vanguard REIT Fund

February 9, 2018

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 …

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