James Rothenberg of Capital Group Dies at 69 of Heart Attack
He joined the mutual fund family in 1970 and was a portfolio manager of the Growth Fund of America.
Financial Advisors Don’t Care About Millennials, and the Feeling Is Mutual
They prefer their clients old and rich—but that can’t last long.
PIMCO Total Return Loses Bond Fund Crown to Vanguard
Two years of client withdrawals at PIMCO’s Total Return Fund have cost it the title of the world’s biggest bond mutual fund.
White House Is Not Fond of Hidden Retirement Fees
The Obama administration says "conflicted investment advice" costs Americans $17 billion a year. Let's look at their math.
4 Investing Strategies Bogle Gets Wrong: Ritholtz
Vanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
Senate Committee Warming Up to Multiple Employer Retirement Plans for Small and Midsized Employers
In a move that many industry watchers said is long overdue, Congress is turning its attention to a number of issues related to retirement preparedness
Lots of Testimony, Much Dissent on Retirement Fixes
Senate Finance hears plenty of suggestions (including from John Bogle) for boosting savings, but also that the idea of a retirement crisis is overblown.
SEC User Fees Would Have Little Impact on Most Firms: Study
Vanguard, on the other hand, may have reason to call its lobbyists soon, according to an analysis by the compliance firm RIA in a Box.
New Hire Roundup: Morgan Stanley Names 3 Wealth Management Chiefs
Dynasty launches Concentus Wealth Advisors; Jeff Thomas joins Nasdaq Private Market.
The ‘Mirage of Success’ Shimmering in Your 401(k)
With venture-capital backing by Revolution and Morningstar, HelloWallet thinks it can improve our finances when our own best intentions and New Year’s resolutions have failed.