Tag: Vanguard

Participant demographics and behavior can guide plan advisers and sponsors to specific areas of retirement policy, says Vanguard’s managing director...

Retirement readiness is strong among many workers, but large gaps remain for plan sponsors and advisers to address.

Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and...

Snappy Kraken introduces AI email builder; American Life & Security Corp. launch annuity product; Vanguard expands active lineup; and more.

The firm’s retirement head says its plan sponsor clients are ready for implementation, but participants can use more information.

Vanguard and BlackRock saw gains from passive mutual fund and ETF management, with JP Morgan gaining on active, according to...

The asset manager, which has partnered with the clearinghouse on 401(k) rollovers since 2021, is turning to forgotten IRAs.

Morningstar named the two firms among their top digital investment advisers along with Schwab, Betterment and Wealthfront.

Consortium now has representation from the country’s five largest plan sponsors.

Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.

After adoption of automatic enrollment increased consistently over 15 years, plan participation reached a record high in 2022.

A ‘technical’ issue led to overstated projections of yield and income for nine money market funds for about 8.5 million...

Advisers are most swayed by trust, performance and ease of business when evaluating a manager, according to ISS Market Intelligence.

Research and policy expert Fiona Greig discusses moving from consumer spending and saving patterns to the world of long-term retirement...

EP Wealth introduces diversity scholarship; Vanguard launches short-term tax-exempt bond ETF; Lincoln Financial Group enhances industry-leading MoneyGuard suite.

California ABLE program selects Vestwell for disability savings; Embark launches automated investing platform; and more.

Vanguard left a net-zero asset manager initiative this week in a move emphasizing the different paths financial firms are taking...

According to the firm, the Total Stock Market Index Fund, which remains in the investment menu, is the best proxy for the U.S. market.