Adviser Fund Update Archives - Page 5 of 20 - Adviser Investments

Market summary and expert insights

Adviser Fund Update

Vanguard CEO Stepping Down

July 14, 2017

Vanguard Names New Top Dog

This week, Vanguard announced that F. William McNabb III will be stepping down as chief executive officer at the end of the year. He will be replaced by Chief Investment Officer Mortimer “Tim” Buckley as of January 1, 2018, but will stay on as chairman…

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The Roth IRA Path to Millions

June 30, 2017

The Roth IRA Path to Millions

Teenagers being teenagers, it is rarely easy to get them thinking further into the future than the upcoming weekend. But with the summer job season for high school and college students heating up, now is a good time to teach your children, grandchildren and…

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Are Variable Annuities for You?

June 16, 2017

Vanguard to Add Global Bond Portfolio

Vanguard is planning to offer its first global bond portfolio to U.S. investors this fall, but as a variable annuity, not an open-end mutual fund—diminishing its appeal for most. Seeking to bolster the foreign stock and bond offerings in its annuity program, Vanguard has…

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Is Your Fidelity Fund Tax Efficient?

June 2, 2017

Vanguard to Add Global Bond Portfolio

Vanguard is planning to offer its first global bond portfolio to U.S. investors this fall, but as a variable annuity, not an open-end mutual fund—diminishing its appeal for most. Seeking to bolster the foreign stock and bond offerings in its annuity program, Vanguard has…

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Are New Fidelity Funds for You?

May 19, 2017

Fidelity Manager Changes

Joel Tillinghast, manager of Fidelity’s Low-Priced Stock fund, has a long history of mentoring younger managers. Since 2011, beginning with and continuing after a brief leave of absence, he’s had a team of co-managers running a 5% or so sleeve of the fund’s portfolio. This structure serves…

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Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

Is Your Adviser a Fiduciary?

May 5, 2017

The Future of Fiduciary Rule in Doubt

As we covered last year, in April 2016, the U.S. Department of Labor issued regulations that would legally require financial advisers and stock brokers to act in the best interests of their clients investing for retirement—what’s known in the industry as “fiduciary duty.”…

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A Look Inside Vanguard’s 529 Plans

April 21, 2017

529 Plans of Note

In two recent Adviser Fund Updates, we covered the basics of 529 plans, followed up by a review of state-by-state tax treatment and financial aid implications. To wrap up the series, we’re taking a look at four 529 plans that are…

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Who Is Winning the Fee Wars?

April 7, 2017

Fee Wars Now About Bragging Rights?

In February, we covered Charles Schwab & Co.’s latest shot across Vanguard’s and Fidelity’s bows when it announced it was reducing index mutual fund fees to align them with its ETF equivalents, while also eliminating investment minimums for those passive investment vehicles.…

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Vanguard Takes Two Steps Forward, One Step Back

March 24, 2017

Vanguard Takes Two Steps Forward, One Step Back

We’re established critics of the “more managers is better” philosophy that Vanguard has applied to many of its actively managed funds, so we applauded the fund giant’s March 20 announcement that it would be cutting loose two managers from its Explorer fund.…

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Which States Reward 529 Plan Savings?

March 10, 2017

Which States Reward College Savers?

Our last Adviser Fund Update focused on the basics of 529 plans. In this edition, we’ll continue examining 529s with a look at tax implications, risk strategies and the implications on financial aid eligibility.  

529 Tax Implications

Contributions to 529 plans are not…

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Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

Get it Now

Saving for College? Learn About 529s

February 24, 2017

Fidelity Manager Retiring

On January 31, Fidelity announced that Chuck Myers will be leaving his role as portfolio manager at the firm’s Small Cap Discovery fund at the end of 2017. (You read that right, Fidelity has given investors 11 months to get used to the idea and the managers…

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Rebalancing Reconsidered

February 10, 2017

Reassessing Rebalancing

In our most recent Adviser Fund Update, we put two rebalancing strategies recommended by Vanguard and Fidelity—time-dependent and portfolio drift—to the test. Running through the data, we found that over nearly three decades, there was little difference in return between regular, periodic rebalancing, utilizing portfolio drift greater than 5%…

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