Vanguard Taps T. Rowe Price to Advise 3 Equity Funds
T. Rowe Price will replace ArrowMark Colorado Holdings as an adviser of two of the funds.
Tag: Vanguard
Tax Diversification: Keep It Simple
Plan participants should know the ‘what’ and ‘why’ behind their tax selections to maximize their contributions.
Vanguard: DC Plan Designs Drive 25-Year Record Outcomes
Participation and default rates—among other measures of accumulation success—continued to rise last year.
Vanguard Reframes Discussions Around Retirement Income
Investors are encouraged to consider the purpose behind their choice of products.
Gold Surge Draws Retirees, but Risks Remain
Experts say precious metals are drawing renewed interest as alternative investments in individual retirement accounts.
Female Savers Value Trusted Financial Advice, per Vanguard
Nearly 30% of surveyed women savers said they would feel more confident about moving finances if they were advised by...
Vanguard Launches AI-Powered Portfolio Analysis Tool
Expert Insights will be widely available for client portfolios later this year.
Geopolitics Moves From Tail Risk to Market Driver
Energy shocks, policy intervention and great power competition are driving persistent volatility.
Retirement Plan ‘Leakage’ Rises Slightly Due to Hardship Expenses
New data show a slight uptick in participants turning to retirement savings to cover hardship expenses.
Vanguard: DC Balances Hit New Highs in 2025
A preview of ‘How America Saves 2026’ revealed strong plan design and participant behavioral trends drove record savings last year.
Vanguard Reaches $29M Settlement in Proxy Voting Case
BlackRock Inc. and State Street Corp., which were also named in the complaint, have not settled.
Judge Dismisses Complaint Against Vanguard Over Transfer Fees
A federal judge dismissed a complaint challenging Vanguard Marketing Corp.’s $100 fee for customers who close their brokerage accounts and...
Missing RMDs Cost Investors $1.7B in Penalties, per Vanguard
More than half of investors with IRA balances under $5,000 missed their required minimum distribution in 2024, according to research by Vanguard.
Vanguard Predicts AI-Centered Economy, Steady Inflation in 2026
The US is positioned for a modest 2.25% acceleration in economic growth and 2.6% core inflation, according to Vanguard’s 2026...
TIAA, Vanguard to Offer Target-Date Lifetime Income CIT Series
The product embeds the TIAA Secure Income Account, a fixed annuity, in a target-date fund.
4 in 10 Eligible Small Business Employees Not Part of Company Retirement Plan
Transportation and warehousing have the lowest rate of plan participation among all sectors—just 45%.
Distribution Flexibility Helps Retirees Preserve Assets, per Vanguard
New research found participants with flexibility were 35% more likely to remain in-plan three years after retirement and held larger...
SEC Fines Vanguard and Empower More Than $25M for Adviser Compensation Disclosure Failures
The two companies allegedly provided misleading statements and failed to disclose conflicts to retail and retirement plan investors, according to...
Automatic Plan Features Help Participant Savings Rates Stay Resilient in 2024, Says Vanguard
The average 401(k) deferral rate was 7.7% in 2024—an all-time high and nearly one percentage point higher than the 6.8%...
DOJ, FTC State Position in ESG-Related Coal Suit Against Largest Asset Managers
The DOJ has taken a side in a case accusing BlackRock, State Street and Vanguard of suppressing prices in the...