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Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.
January 16
Wealth Logic -
Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.
January 16 -
Money managers would be better off selling holdings at random, a study suggests.
January 16 -
Institutional withdrawals amounted to nearly $35 billion in the fourth quarter.
January 16 -
By explaining the firm’s sources of revenue and expenses, a team can better understand how they impact profitablility.
January 15Cruz Consulting Group -
Nearly all of the outflows came from mutual funds and ETFs that posted losses.
January 15 -
A growing body of research is looking into whether the expanding influence of passively managed funds is making companies less willing to compete.
January 15 -
The research firm’s headcount and related job forecast are based on a highly elastic idea.
January 14 -
The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.
January 14 -
High-yield and leveraged loan funds “rebounded incredibly strongly (too strongly, possibly),” a strategist writes.
January 14 -
The Janus Henderson Global Unconstrained Bond Fund has experienced 10 consecutive months of redemptions, underperforming 80% of peers.
January 14 -
Mark Wiedman’s takeover as head of international and corporate strategy could be a sign of larger changes ahead, a memo suggests.
January 14 -
BlackRock will see the largest reduction to its workforce since 2016.
January 11 -
The firm’s new CEO Ronald O’Hanley is pushing to reduce expenses, automate more functions and simplify organizational structure.
January 11 -
New Chairwoman Susan John says the board is preparing for more cases due to its new standards and code of conduct.
January 10 -
It's the firm's largest headcount reduction since 2016.
January 10 -
Data reported by the Investment Company Institute.
January 10 -
Slower economic growth and increased market volatility have investors seeking large companies with healthy balance sheets.
January 10 -
The top 20 are now home to nearly $1.2 trillion in combined assets.
January 9 -
People in this cohort experienced a major setback during the housing bust just as they were likely to be getting married, starting families and becoming first-time homeowners, says one expert.
January 9





















