Products June 20th, 2024 Vanguard Reopens Two Actively Managed Mutual Funds to New Investors Vanguard has brought back its Primecap and Primecap Core funds, which were closed to new investors in 2004 and 2009,...
Data & Research June 20th, 2023 Vanguard’s ESG Support Half That of BlackRock, State Street Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.
Compliance May 1st, 2023 House Bills Would Expand Accredited Investor Pool to Include Clients of Advisers The House Committee on Financial Services advanced a bill that would allow RIA clients to invest in unregulated offerings such...
In Practice April 27th, 2023 Morningstar Introduces AI Adviser to Aid Evolving Investors Artificial Intelligence could play a role in scaling investment advice and decisionmaking.