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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.
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 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.
BusinessWeek September 30, 2010 Charles Stein	Indexing Helps Vanguard Top Fidelity in Fund Assets The low-cost mutual fund house founded by John Bogle passes the home of once-giant fund Magellan as investors lose faith in stockpickers.
Financial Advisor July 2011	Advisor Emporium Fidelity Launches Advisors' Marketing Program... Vanguard Reduces Investment Minimums... Wells Fargo Provides Consultation Services... etc.
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.
Investment Advisor March 2008 James J. Green	One Down, How Many to Go? Ken Fisher's the biggest RIA out there, but his firm just got a little bigger by acquiring a much smaller RIA. It's likely the first of many.
Investment Advisor October 2007	Vanguard Price Cut for Big Investors For investors with more than $100,000 at Vanguard, the news is good: reduced costs, broader services, and for the highest bracket, access to some mutual funds that had been closed. For advisors, this may be yet another layer of competition.
Investment Advisor April 2007 Robert F. Keane	Morningstar--S&P Deal Morningstar and Standard and Poor's, a division of The McGraw-Hill Companies, announced the completion of a deal for Morningstar to acquire Standard and Poor's mutual fund data business for $55 million in cash.
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 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.
The Motley Fool September 28, 2007 Amanda B. Kish	Foolish Weekly Fund Wrap-Up Fidelity reorganizes on a massive scale... Vanguard introduces managed-payout funds...
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.
The Motley Fool June 30, 2009 Dan Caplinger	Do These Black-Sheep Investments Deserve Your Money? Don't feel compelled to stick with a below-average fund just because it's offered by an otherwise good fund family.
BusinessWeek October 28, 2010 Suzanne Woolley	A 401(k) Funds Popularity Contest A look at which actively managed mutual funds shepherd the most retirement assets, how well they do it, and where they are putting your money.
Investment Advisor January 2009 Kara P. Stapleton	Upgrades New products and programs: Fidelity Institutional Wealth Services WealthCentral platform... Vanguard will launch the firm's first international small-cap index fund... United Capital Financial Partners acquires three investment advisory firms... etc.
BusinessWeek June 10, 2010	Big Funds, Small Returns Most of the 10 biggest actively managed stock mutual funds are in the red this year.
Investment Advisor March 2008 James J. Green	Fast Growing RIAs Tied to Breakaway Brokers A new study commissioned by Fidelity Investments of the fastest growing RIA firms found that firms that grew their assets under management by more than 100% over the past three years have a lot of common factors.
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.
The Motley Fool January 16, 2009 Selena Maranjian	Who's Directing Your Fund? Some mutual funds have many managers.
Financial Planning November 1, 2012 Laton McCartney	Strength Across the Board: Equity Bond Stock Returns Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well.
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 June 26, 2009 Dan Caplinger	The Danger Lurking in Your Portfolio Think you're diversified? Think again.
Registered Rep. October 8, 2014 Diana Britton	Are Advisors Disillusioned with Alternatives? According to WealthManagement.com's 2014 AdvisorBenchmarking RIA Trend Report, fewer RIAs are using alternatives in their client portfolios this year than last.
Financial Advisor August 2010 Joel P. Bruckenstein	Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office."
BusinessWeek August 27, 2009	Picking Winners All of these actively managed funds get an A for stewardship from Morningstar, thanks to their top-notch management companies and fees that are below-average for their fund category
Financial Advisor June 2005 Jim Wiandt	When Less Means More Index fund fee war kicks off in earnest as actively managed fees rise.
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).
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
The Motley Fool November 29, 2007 Dan Caplinger	One-Stop Fund Shopping Large fund families aim to make it easy for investors to diversify their portfolios across several asset classes. Read on to see how using fund families can simplify your mutual fund investing.
The Motley Fool August 5, 2004 Selena Maranjian	Free Stuff From Funds Did you know that you can contact mutual fund companies and ask for free educational materials -- and that many, if not most, of them will send you some nifty stuff?
Registered Rep. May 1, 2006 John Churchill	Alpha Dogs Actively managed mutual funds have generally underperformed their corresponding benchmark indices over time, according to a recent study.
The Motley Fool February 21, 2007 Selena Maranjian	A Mutual Fund Just for You There's a relatively new development in the financial world that can make your retirement savings a lot simpler: Meet your new friend, the target-date mutual fund.
Financial Planning June 1, 2013 Laton McCartney	4 Smart Mutual Fund Strategies The picks that worked as markets raced higher may not be the best choices going forward. As you look ahead, consider these ideas.
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 December 3, 2008 Dan Caplinger	The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid.
The Motley Fool December 12, 2005 Rick Aristotle Munarriz	Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note.
Registered Rep. April 20, 2006 Kristen French	Fidelity Wins California 529 Plan; Replaces TIAA-CREF In the battle over California's 529 college savings program, Fidelity Investments provisionally beat out the Vanguard Group to replace TIAA-CREF as the provider this week.
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?
Investment Advisor February 2010	Upgrades News regarding RIAs, mutual funds, and ETFs.
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.
Financial Advisor December 2008	Advisor Emporium New products of interest to the financial advisory industry.
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.
Financial Planning January 1, 2013 Laton McCartney	Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%.
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 April 4, 2008 Brian Richards	Avoid This Ticker ... for Now Vanguard Small Cap Value is an ETF to avoid for now, although it still may be a winning fund for patient long-term owners.
The Motley Fool January 21, 2004 Selena Maranjian	Invest Globally -- Through Funds International stocks piquing your interest? Here's a few mutual funds that can help.
Entrepreneur April 2007 Scott Bernard Nelson	Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research.
Investment Advisor June 2006	Upgrades At the Fidelity Brokerage Company's Executive Forum, President Ellyn McColgan said FBC is increasing overall technology spending to $950 million... A report reveals that advisors fleeing the wirehouses are primarily interested in... etc.
Financial Advisor February 2006	Advisor Emporium Funds Target RIAs... Fund Supports Assisted Living Facility... T. Rowe Price Adds Funds... Charitable Planning Sales Kit Launched... Treasury Bond Index Funds Launched... etc.