Do you and I even need to own U.S. stocks in our retirement portfolios? And if so, do we need to own the S&P 500 — the ...

A major SEC fine against Vanguard reveals serious issues with target date retirement funds. The $106 million penalty ...

Arkadios Wealth Advisors lifted its stake in shares of Vanguard U.S. Momentum Factor ETF (BATS:VFMO – Free Report) by 10.5% during the fourth quarter, Holdings Channel reports. The fund owned 1,938 ...

The gap was even bigger if you measure it not simply over the calendar year, but over the period between the publication of MarketWatch's article on Jan. 16, 2024, and today. During that stretch, the ...

Attorney General Anthony G. Brown announced today that the Office’s Securities Division, along with a task force of state ...

Investors can boost their after-tax returns by pairing assets with taxable accounts or tax-advantaged retirement accounts like 401(k) plans and IRAs.

Several thousand investors in Connecticut will be eligible for a share of a $106 million settlement reached with ...

Matt Levine is a Bloomberg Opinion columnist. A former investment banker at Goldman Sachs, he was a mergers and acquisitions ...

The SEC charged the asset manager with misleading clients over changes to its retirement funds, leading to higher tax bills ...

Ameritas Advisory Services LLC increased its holdings in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 69.8 ...

New York AG secures $106M from Vanguard for not informing investors about changes leading to unexpected taxes.