Grantham, Kelly & Krawcheck to Speak at Morningstar Confab
The popular investment conference takes place Wednesday through Friday in Chicago and should draw at least 1,000 advisors.
Vanguard Adjusts 4 Global Funds
The fund giant adds small-cap stocks to four international equity investments but doesn’t raise fees.
Best Firms for Self-Directed Investors: J.D. Power—2015
The latest survey finds that do-it-yourselfers want access to top tools, human advisors and clear information on fees.
The Future Is Here, and It Looks Like Vanguard’s New Platform
Machine intelligence now plays a critical role across all industries, says Google's Eric Schmidt; advisors ignore it at their own peril.
Will Vanguard’s New Hybrid Platform Crush Robos?
Investors with at least $50,000 can pay as little as $150 a year for the service, which combines digital advice with guidance from an advisor.
Currency Exposure: Hedge or No Hedge?
Advisors should speak with investors about the dollar's strength — and about diversification, DeLegge writes.
Robo-Advisors Rip Schwab’s New Robo-Advisory Over Fees, Cash
The gloves have come off in the rock ’em, sock ’em field of robo-advice.
Vanguard Names New Chiefs of Advisor Services, Retail Investor Group
Thomas Rampulla will lead the Financial Advisor Services division; Karen Risi will head the $1.3 trillion retail group.
Top Portfolio Products: Vanguard to Launch Alt Fund
The fund giant plans to add the new fund into its popular managed-payout product.
Target Date Fund Inflows Not What They Used to Be: Morningstar
Growth of net new assets for target-date funds was just 1% in Q4'14 vs. 3% in Q3'14, according to Ibbotson Associates.