Advice and Insights - Adviser Investments
Homechevron_rightLatest Commentary

Adviser Fund Update

News you can use on a wide range of investing and financial planning topics, published every other week. We cover the latest developments impacting mutual fund and ETF investors (with a focus on Vanguard and Fidelity), tax law changes, managing household finances, estate planning advice, retirement savings and much more. Sign up below to have each new edition delivered right to your email inbox.

Investment insights.
Right in your inbox.

Latest

Article

Vanguard Abandons Factor ETFs in U.K.

Vanguard Abandons Factor ETFs in U.K.

Vanguard’s U.K. outpost is closing its four global factor ETFs in February, according to the firm’s U.K. website. As you may recall, factor funds rely on factors like sales growth, dividend payouts, lower valuations or price momentum, instead of selecting stocks based on company …
Article

Vanguard International Manager Decamps

Vanguard International Manager Decamps

Vanguard is making some alterations. We recently learned they’ve decommissioned the namesake 18th-century British naval ship—the HMS Vanguard—from their logo after nearly four decades. Now it’s time for one of their international fund managers to set sail. After a busy summer of managerial …
Article

SPAC Attack

SPAC Attack

Start-up CEOs dream about their initial public offering (IPO)—that day when they can step up and ring the opening bell at the NYSE and (they hope) watch their company’s stock rocket up in value. In 2019, however, several of those rockets turned out to be duds for everyday names …
Article

Fidelity Chases the Factor Fad

Fidelity Chases the Factor Fad

Never one to ignore a trend, Fidelity continues to embrace the rise of factor, or “smart beta,” funds. Earlier this month, Fidelity expanded its factor ETF lineup with the launch of a new strategy that blends several existing Fidelity factors into one package. Fidelity U.S. Multifactor …
Article

FAANGs Make Their Mark on the Indexes

FAANGs Make Their Mark on the Indexes One question that’s bedeviled casual observers of the market and savvy investors alike is how exactly has the stock market managed to recover so quickly from a pandemic that’s still taking a toll on millions of ordinary Americans? It’s a complicated question to address. …
Article

Vanguard Packs Another Manager Into International Explorer

Vanguard Packs Another Manager Into International Explorer

No lazy days at the beach for Vanguard this summer. The fund giant wrapped up a busy few months by rethinking the management structure of its $2.4 billion International Explorer fund last week, bringing Baillie Gifford onto a roster that already included Schroder …
Article

The Enduring Upside of the 60/40 Approach

The Enduring Upside of the 60/40 Approach

Keeping a “balanced” portfolio—60% stocks, 40% bonds—is one of the investing world’s most tried and true strategies for dealing with risk. But has this classic approach finally lost its luster? Given the ultra-low-yield environment of the current bond market, 60/40 has attracted some …
Article

Vanguard Plans to Shutter U.S. Value Fund

Vanguard Plans to Shutter U.S. Value Fund

Last week, Vanguard celebrated the recent 20th birthday of one of its long-suffering funds by revealing plans to put it out of its misery. The fund behemoth announced that it has closed its $1.1 billion U.S. Value fund to new investors as it takes …
Article

Fidelity Gets Active With Stock ETFs

Fidelity Gets Active With Stock ETFs

Last week, Fidelity announced the launch of three actively managed exchange-traded funds (ETFs), becoming the largest issuer to offer “non-transparent” funds in an ETF package. These funds are distinctly different from the typical ETF. Unlike traditional ETFs, which disclose all of their holdings every day, …