Adviser Fund Update Archives - Page 4 of 20 - Adviser Investments

Market summary and expert insights

Adviser Fund Update

Social Security: File Sooner or Later?

December 29, 2017

When’s the Right Time to File for Social Security?

We recently provided an overview of Social Security basics (click here to check it out or refresh your memory). In this issue, we’ll take a closer look at the options available and some of the strategies people…

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Vanguard Launches Emerging Markets Bond Fund

December 15, 2017

Vanguard Launches Emerging Markets Bond Fund

On December 6, Vanguard announced that its actively managed Emerging Markets Bond fund was open to all investors, setting up yet another active vs. passive footrace within its fund ranks.The fund itself actually launched in March 2016 with a sole investor: Vanguard. Since then,…

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Preparing Your Portfolio for 2018

December 1, 2017

Vanguard to Launch First ‘Active’ U.S. ETFs

However you want to define it—“smart beta,” factor investing or “enhanced indexing”—Vanguard is stepping onto the playing field. This week, Vanguard announced plans to debut a line of actively managed exchange-traded funds (ETFs) in the U.S., nearly two years after testing the popularity of such…

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Distribution Dates for Vanguard and Fidelity Funds

November 17, 2017

Vanguard Expands Bond ETF Lineup

Last week, Vanguard launched its first exchange-traded fund (ETF) comprised solely of ETFs, something we previously discussed when the firm first filed paperwork with the Securities and Exchange Commission. This ETF-of-ETFs—the Vanguard Total Corporate Bond ETF—trades under the ticker symbol VTC and charges…

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Social Security Basics

November 3, 2017

The Role of Social Security in an Investor’s Retirement

Social Security is commonly perceived more as a safety net than an investment, but we encourage our clients to look at it through an investor’s lens. The monthly payments are a substantial source of income in retirement, and it’s worth gaining…

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Special Report

The ETF Advantage

Benefits and Risks of Exchange-Traded Funds

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State Street Enters Fee-War Fray

October 20, 2017

State Street Enters Fee-War Fray

Regular readers know we’ve been following the ongoing competition between fund giants to claim the lowest-cost exchange-traded funds (ETFs) for years. In the past decade, the popularity of Vanguard’s low-cost options has led its peers into…

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Cybersecurity Tips You Can Use

October 6, 2017

Promising Fidelity Manager Departs

On September 16, Fidelity named Sonu Kalra lead manager of its OTC fund to replace Gavin Baker, who is leaving the Boston fund behemoth. Christopher Lin will co-manage the fund with Kalra. Whenever a manager leaves, particularly a talented up-and-comer like Baker, we take note of…

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8 Steps to Take After Equifax Hack

September 22, 2017

Eight Steps to Consider After Equifax

Earlier this month, Equifax became the latest corporation to succumb to a major data breach after it was revealed the credit-reporting company failed to properly secure personal information. The scale of the breach was widespread, and concerning on many fronts. You’ve likely read an…

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Fidelity Wraps Busy Summer

September 8, 2017

Investment Policy Tweaked on Low-Priced Stock

On August 31, Fidelity’s Board of Trustees announced that it had approved a change to Low-Priced Stock’s investment policies, essentially expanding the definition of “low-priced.” The change will go into effect November 7. Since its 1989 inception, the fund has been run by Joel…

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Vanguard Rolling Out New Fund

August 25, 2017

New Benchmarks, Names for Vanguard Funds

Vanguard is getting more conservative in its middle age. On August 8, it announced that three bond index funds (and ETF counterparts) will get new names and portfolio renovations in the fourth quarter as the funds transition from tracking government bond indexes to Treasury-only…

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Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

Get it Now

Fidelity Claims the Lead in Fee Fight

August 11, 2017

Fidelity Returns Fire in Fee Wars

On August 1, Fidelity reduced fees on its higher-minimum premium share class for 14 index funds, undercutting rival Vanguard on expenses charged on comparable funds’ Admiral share class, which share a $10,000 minimum initial investment. This is another blow in the fee war that’s…

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Vanguard Goes Global Again

July 28, 2017

Vanguard Preps New Global Balanced Funds

On July 6, Vanguard filed paperwork with the Securities and Exchange Commission for the proposed launch of its first two actively managed global balanced funds—Global Wellington and Global Wellesley Income—tentatively set to debut in the fourth quarter this year. Both funds will be run…

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