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Assets rose to $1.48 billion as of June 30 for the fund.
July 12 -
A new asset management record for Vanguard is another reminder to the mutual fund industry that cost is fast becoming the determining factor to an offerings success.
July 12 -
The top cities for elders who plan to work past their retirement age are ranked according to factors such as average effective tax rate and senior unemployment rate.
July 8 -
Here is how to catch up to clients who may be well versed in socially responsible investing.
July 8 -
Marylands review comes as the largest U.S. public pensions are abandoning hedge funds or pressuring them to slash fees.
July 8 -
When the first ETF launched in 1993, it was anything but clear that these funds would take off, and at first, they didnt.
July 8 -
Every client fears the tell-tale signs of a dividend that's about to get slashed. Maybe in a post-Brexit world it's time to get worried about payouts going up.
July 8 -
New research shows which vendors advisers prefer — and why.
July 7 -
Although market volatility makes stocks a risky investment option, retirement investors should continue to hold stocks in their portfolio.
July 7 -
Buybacks are good for company execs. But are they good for portfolios?
July 7 -
In pulling their money out of property funds at such a rapid pace four asset managers froze withdrawals this week, the investors showed how the cost of Brexit is spreading.
July 7 -
Global assets in the funds have surged 37% this year and prices are near a two-year high.
July 7 -
Inflation and unemployment haven't reached levels that would justify an increase in interest rates, even without risks from Britain's vote to leave the European Union, Federal Reserve Governor Daniel Tarullo said.
July 6 -
It's safety first for investors around the world as they assess the significance of Britain's vote to leave the European Union.
July 6 -
Specialty REITs, which can include a wide range of investments such as cell towers and college dorms, are on a tear this year. Check out the performance of other major categories.
July 6 -
Tax issues and controlling cash flow are just 2 qualities of these investments, says LPL's Thomas Zgliniec in this Q&A.
July 6 -
The world's largest mutual fund manager attracted $148 billion in new client money during the first half of 2016.
July 6 -
Why active managers do better in junk is a pressing question for investors who've poured $61 billion into bond ETFs in 2016.
July 6 -
It’s about more than just location. Expenses, for instance, vary widely; hotels require ongoing maintenance, cell towers not so much, says contributor Peter Greenberger
July 6 -
Adding new technology is more likely to be chosen as one of the most important factors to enhance profitability.
July 6
Jefferson National















