It’s been two years since Covid-19 shut down the world economy and permanently changed the way all of us live and work. In a special section in the March 21 issue, the InvestmentNews team explores the new challenges, and benefits, ...

Investors in Vanguard target-date retirement funds are suing the company for allegedly mismanaging the accounts and causing them to be hit with excessive tax bills. In a class-action lawsuit filed Monday in U.S. District Court for the Eastern District of ...

T. Rowe Price Associates was edged out by Fidelity Investments for the most individual fund Lipper Awards this year, but T. Rowe’s overall risk-adjusted performance ranked the Baltimore-based asset manager as the large-company trophy winner for the 12-month period through ...

The future of digital financial advice might not be all that digital after all. According to a new study published by The Vanguard Group Inc., the vast majority of advised clients (90%) aren’t interested in totally digital advice, commonly referred ...

Every year over the past two decades, in the good times and the bad, there’s been one sure-fire trend in Wall Street money management: Vanguard tightens its grip on the ETF market. Now the giant fund manager founded by John ...

Once touted as Wall Street’s greatest disruptors, robo-advisers are now integral parts of the wealth management strategies at some of the industry’s largest companies — including Vanguard Group Inc., BlackRock Inc. and UBS Group — and are amassing billions of ...

Retirement savers entered 2022 with average 401(k) balances at a record high. In just a few weeks, the return tables have reversed on many of the largest retirement funds.  A look at the 15 largest funds held in 401(k) plans, as ...

Assets in target-date funds grew to $3.25 trillion last year, and an increasing portion of those assets are held in collective investment trusts, which tend to charge lower fees, according to a report from Sway Research. While overall TDF assets ...

Target-date mutual funds saw their sales rebound in 2021, a year after the products experienced their first period of net redemptions. Last year, U.S. target-date mutual funds had net inflows of $23.9 billion, a significant increase from the $6.7 billion ...

When former financial services executive Mark Hayes needed to transfer money to pay bills while on the road late last year, he noticed his Vanguard Group Inc. mobile app had suddenly changed.  Some of the functionality on the company’s Beacon ...