Vanguard

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.

The new fund, expected to begin trading next quarter, will carry an expense ratio of less than half the new actively managed offering.

Pressure is mounting for firms to respond to last week’s violence at the Capitol.

The top 20 to debut last year by total assets include only three products from BlackRock and none from Vanguard or State Street.

Steady inflows showcase the buy-and-hold ethos of the typical Vanguard investor — financial advisors and wealth managers, an expert says.

The fund has absorbed $15.6 billion so far in 2020.

Net flows have slowed in 2020 at the fund giant as rivals continue to roll out similar products amid the rise of robo advisors and almost-free trading.