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The Motley Fool April 21, 2006 Rick Aristotle Munarriz |
Vanguard Slams the Door In what has become a painful trend for investors chasing hot funds, another popular mutual fund is closing the door to new investors. This time it is Vanguard Strategic Equity Fund. |
Registered Rep. September 1, 2005 Kristen French |
Vanguard to Advisors: Let's Snuggle Now that the fund giant's founder is retired, the company is tinkering with its business model to appeal to registered investment advisors, particularly for its VIPER exchange-traded funds (ETFs). |
BusinessWeek September 27, 2004 Lauren Young |
Where to Shop at Vanguard Its actively managed funds have a big cost advantage. And while some of its best are out of reach for prospective investors, there are some worthy portfolios open for a $3,000 minimum. |
BusinessWeek May 8, 2006 Anne Tergesen |
The Fine Print On College Plans Fees on Vanguard 529s vary by state. The more you pay, the less the long-term return. |
The Motley Fool April 15, 2005 Selena Maranjian |
You're Too Late for This Fund When one good fund closes, others are still open. |
The Motley Fool September 8, 2004 Selena Maranjian |
Marketing, Vanguard-Style Phenomenal growth with minimal marketing -- it can be done. Between 1981 and 2004, Vanguard's market share of mutual fund assets swelled from 1.7% to 9.6%. |
The Motley Fool March 18, 2010 Amanda B. Kish |
A Fund Giant's Next Act Vanguard releases a new PR blitz and a new actively managed value fund. |
The Motley Fool November 15, 2004 Selena Maranjian |
Vanguard Makes College More Affordable Turbocharge your savings thanks to lowered fund fees. |
The Motley Fool January 14, 2008 Dan Caplinger |
Do Reopened Funds Perform Better? How do investors fare when closed funds start taking new money again? |
The Motley Fool January 8, 2004 Selena Maranjian |
3 Mutual Fund Winners As more and more mutual fund families have been caught up in scandals, it can make an investor wonder whether there are any trustworthy funds out there. Well, there are. Here are three fund families that remain very solid. |
The Motley Fool September 27, 2007 Amanda B. Kish |
Vanguard Thinks Outside the Box For years, Vanguard has shunned the practice of chasing new investing trends, but as wealthy investors are turning to different asset classes, and as Vanguard faces more intense competition, the firm has begun exploring new avenues. |
Investment Advisor March 2007 Kara P. Stapleton |
March 2007 Charles Schwab has launched Schwab Advisor Portfolio... Vanguard has filed with the SEC to offer exchange traded shares... A new level of membership launched at myStockOptions.com... etc. |
BusinessWeek October 3, 2005 Amy Barrett |
Vanguard Gets Personal Vanguard is shifting its strategy as customers demand more hand-holding |
The Motley Fool September 6, 2005 Selena Maranjian |
Index Giant Vanguard Pushes ETFs Vanguard is eager for brokerages to offer its line of exchange traded funds to their customers -- and since they're bought and sold like stocks, brokerages will pocket their usual commission when customers buy or sell them. Is your portfolio, like many, in need of a Viper? |
The Motley Fool May 18, 2010 Dan Caplinger |
These 5 Free Vanguard ETFs Make a Winning Portfolio What's the best way for ordinary investors to create a diversified portfolio using solely Vanguard ETFs? Here's one possible lineup. |
BusinessWeek November 20, 2008 Amy Feldman |
How Vanguard Manages Its Outside Money Managers Most of Vanguard's funds are run by multiple managers, who are held to tight allocation targets to get optimal results. |
Financial Advisor June 2005 Jim Wiandt |
When Less Means More Index fund fee war kicks off in earnest as actively managed fees rise. |
The Motley Fool February 27, 2008 Todd Wenning |
The Real Changing of the Vanguard In a somewhat surprising move, mutual fund titan The Vanguard Group announces some reshuffling at the top of its house. |
The Motley Fool September 28, 2007 Amanda B. Kish |
The Key to Successful Mutual Fund Investing Mutual fund expenses may be one of the best ways to tell whether a fund will outperform or not. |
The Motley Fool May 16, 2011 Amanda B. Kish |
Owning These Investments Just Got Easier The market's friendliest funds become even friendlier. |
Financial Advisor April 2008 |
Advisor Emporium Fidelity Enhances RIA Management Platform... Vanguard Changes Investment Advisory Teams... New ETF Revenue-Based Index Launched... Lehman Brothers Creates An ETN Platform... RCB Small Cap Value Re-Opens... etc. |
Investment Advisor December 2006 |
Upgrades Vanguard reopened the Strategic Equity Fund... Two new families of exchange-traded funds trading on the American Stock Exchange have been launched... Franklin Templeton launched a new mutual fund... etc. |
The Motley Fool October 14, 2011 Dan Caplinger |
Invest Better With This Low-Cost Pioneer Vanguard wrote the book on low-cost investing. |
Investment Advisor October 2008 |
Upgrades Fisher Investments acquires Lighthouse Capital Management... Fidelity Investments expands Practice Management Program... Morningstar acquires Financial Computer Support... Vanguard Explorer Fund and Vanguard Health Care Fund available to new shareholder accounts... |
BusinessWeek June 10, 2010 |
Big Funds, Small Returns Most of the 10 biggest actively managed stock mutual funds are in the red this year. |
Registered Rep. December 1, 2005 Stan Luxenberg |
Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly. |
The Motley Fool November 9, 2007 Selena Maranjian |
Fund Fees Rising When They Should Be Falling Are you getting ripped off by your fund family? While many mutual funds are now enjoying lower operating costs, many fund companies have actually raised the annual fees they charge shareholders. |
The Motley Fool February 19, 2010 Amanda B. Kish |
Must-Read Mutual Fund News What to make of tracking error, American Funds, and reduced trading fees. |
The Motley Fool June 25, 2010 Dan Caplinger |
The ETF Wars Are Getting Silly Having more choices isn't always better for investors. |
The Motley Fool October 20, 2009 Dan Caplinger |
This Easy Move Will Save You $215,900 It's all in what you pay. Doing what you can to minimize your costs, however, will always put money back in your pocket. |
The Motley Fool July 13, 2011 Dan Caplinger |
This Move Could Be Vanguard's Worst Ever Having declared victory on the index approach to emerging markets, Vanguard is now setting itself a difficult task: how to beat its own index with an actively managed fund that charges close to 1% in annual fees. |
Registered Rep. June 3, 2015 Megan Leonhardt |
Compensation Survey 2015: How Advisors Stack Up Advisors whose business mix leans more toward fees make almost twice as much as those who still lean heavily toward commissions, according to data collected in WealthManagement.com's compensation survey. |
The Motley Fool August 13, 2007 Dan Caplinger |
Don't Pay Twice for Advice There's nothing inherently wrong with paying for financial advice. But there's a big difference between paying once for a good financial plan versus paying high fees year after year, through good times and bad. |
Registered Rep. May 3, 2007 Kevin Burke |
Fund Shareholders to Advisors: We Need Ya', Big Guy If you are among the mutual-fund only caste of advisors, don't lose heart: Investors really do need your advice. |
Financial Planning January 1, 2013 Allan S. Roth |
ETF Fees Drop Amid Competitive Battle In a remarkably short period, the playing field for the lowest-cost ETFs has changed dramatically. |
The Motley Fool October 27, 2004 |
Fussing About Fund Fees Mutual fund fees may look small, but they can eat much of your earnings. |
The Motley Fool May 5, 2010 Dan Caplinger |
Vanguard Enters the Broker Wars The fund giant undercuts the competition and offers free ETFs. |
The Motley Fool August 14, 2009 Dan Caplinger |
Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes. |
The Motley Fool February 4, 2010 Amanda B. Kish |
Is Vanguard Going to the Dark Side? Is Vanguard building a hedge fund? |
The Motley Fool March 17, 2004 Selena Maranjian |
Yay, My Fund Closed! Bigger isn't always better when it comes to mutual funds. |
Registered Rep. June 25, 2010 Jerry Gleeson |
Vanguard Broadens ETF Platform The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds and related ETFs over the next year, as well as an ETF that tracks its $91 billion Vanguard 500 Index Fund. |
The Motley Fool December 17, 2004 Josie Raney |
Vanguard's Newest Fund A third Primecap fund joins the company's lineup. |
The Motley Fool January 16, 2009 Selena Maranjian |
Who's Directing Your Fund? Some mutual funds have many managers. |
Investment Advisor July 2008 |
Group Think The CFP Board has filed a comment letter with the SEC welcoming the Commission's proposal to improve the quality of information that investment advisors must provide to clients and prospective clients. |
Financial Advisor April 2006 |
Advisor Emporium AIG Valic Offers Roth 401(k)s... Group Started For Top Advisors... Vanguard Plans New Small-Cap Fund... Allianz Releases Two LTC Products... Brinker Capital Launches UMA... Penn Mutual Upgrades Whole Life... |
The Motley Fool February 14, 2007 Buz Livingston |
I Love Vanguard's Bond ETFs Vanguard has been a leader in low-cost index funds, but it's not the type to rest on its laurels. The company has filed registration papers with the SEC to offer exchange-traded funds for four of its index bond funds. |
Investment Advisor August 2006 |
Upgrades The Fidelity Charitable Gift Fund announced the Charitable Investment Advisor Program... Dan Skiles, chief of technology for Schwab Institutional, said that as of May 1, more than 500 Schwab-affiliated advisory firms... etc. |
Financial Planning March 1, 2007 Craig L. Israelsen |
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories. |
The Motley Fool September 1, 2010 Amanda B. Kish |
How to Win at the ETF Game Make cost one of your primary objectives when shopping for exchange-traded funds or other investments. |
Investment Advisor April 2008 Melanie Waddell |
Taking the Helm William McNabb will take cues from his predecessor, John Brennan, as he assumes top spot at Vanguard as president and director. |