Vanguard

Some say Vanguard may grab the top spot from BlackRock within two years, but there are signs that the transition might not be so close, if it happens at all.

Affluent investors who have maxed out their retirement plan contributions hold target date funds in taxable brokerage accounts.

The cuts continue a trend that started 20 years ago.

The ranking of the largest groups of funds stayed stable while money poured in.

Clients may forget the tech problems from the end of 2021, but the government may not.

The asset manager is extending the payments to all workers who can prove they’ve gotten a COVID-19 vaccine.

Institutions with notable holdings in multiple firms across industries are less likely to panic sell, according to the researchers.

Firms automating a once little-known investment strategy have become one of the hottest areas for wealthtech acquisitions.

After buying JustInvest, the low-cost-investing giant has an opportunity to wring fees out of this new alternative to ETFs, writes Allan Roth.

The startup, Just Invest, uses direct indexing to manage $1 billion in assets.

Why does Vanguard expect so little from the market? The culprit, not surprisingly, is high valuations, Nir Kaissar writes.

The investment manager is part of a $50 million fundraising round in the wealthtech startup

Not only are the portfolios similar, but performance is nearly identical, writes Bloomberg’s Aaron Brown.

The move follows a mandate last week from JPMorgan Chase CEO Jamie Dimon, seeking to return his workforce in rotations from early July.

Moves and news at Macquarie, Rockefeller, Vanguard, Orion, and elsewhere in the financial-advice industry this week.

The firm has been locked in a contest with runner-up Vanguard for flows, with the latter winning last year for the first time since 2013.

As a decades-long loyalist of Bogle’s ground-breaking firm for decades, Allan S. Roth worries it’s losing its edge in client support.

Here are the industry’s top 20, which brought in more than $700 billion in assets.

Over the past year, the lineup of stock and bond funds notched an average gain of more than 25%.

Scoring across nine quantitative and qualitative metrics, here’s how Backend Benchmarking ranks the industry’s digital advice providers.