Vanguard
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Vanguard Earns Top Spot for DIY Investor Satisfaction by J.D. Power
Vanguard has earned the top ranking for do-it-yourself (DIY) Investor Satisfaction in the J.D. Power 2025 U.S. Investor Satisfaction Study. This is the fourth time…
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Great Valley MBA Alumna Leads Biotech Nonprofit Using AI to Find New Treatments
A few years into Mary Zuccato’s career at Vanguard, she reflected on her aspiration to become a leader, and she noticed something: many of her…
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Chester County Hosts Landmark Event Featuring CEOs from Wawa, Vanguard, CTDI, and CHOP
For the first time, four of Chester County’s prominent organizations are jointly hosting a milestone gathering of industry leaders to pinpoint the pivotal issues shaping…
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Vanguard Aims to Transform into Financial Hub for Next Generation of Investors
Salim Ramji, the new CEO of Malvern-based Vanguard, is poised to drive significant changes at the investment giant, writes Brooke Masters for the Financial Times. …
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Vanguard to Establish New Advice & Wealth Management Division; Expand Senior Leadership
Vanguard will establish a new Advice & Wealth Management division focused on enhancing a range of capabilities to improve outcomes for its clients. Industry veteran Joanna…
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Michael Lane Ushers in Bold Approach to Innovation at SEI in Oaks
Oaks’ SEI Investments tapped into outside talent when it appointed Michael Lane as executive vice president and head of asset management, writes Joseph N. DiStefano…
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Former Vanguard CEO Tim Buckley Joins Boeing’s Board of Directors
Tim Buckley, former CEO of Malvern-based Vanguard Group, has been appointed to Boeing’s board of directors, effective Jan. 1, following his retirement from the investment…
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Vanguard Agrees to Pay $40 Millon in Settlement Over High Tax Bills
Malvern-based Vanguard Group has reached a $40 million settlement in a lawsuit claiming its decision to make some target-date retirement funds for smaller shareholders ended…
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Girls From More Than 100 Schools See Their Futures While Exploring STEM Careers
More than 1,000 girls, parents, and educators from more than a hundred schools in 8 counties discovered exciting career opportunities in STEM fields during the…
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Three Chester County Firms Make Forbes’ America’s Top RIA Firms List
Three Chester County firms are on the third annual America’s Top RIA Firms list, released by Forbes earlier this month, writes Jeff Blumenthal for the…
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Wall Street: Malvern-based Vanguard to Settle Its Longstanding Lawsuit with Investors
Malvern-based Vanguard is set to settle a longstanding lawsuit related to allegations that the investment giant harmed taxable investors in its target-date funds, writes Jason…
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Forbes: Vanguard Continues to Lead as Innovator in Money Management Business
Since it was founded in 1975, Malvern-based Vanguard has been known as the biggest innovator in the money management business, writes Randy Bean for Forbes. …
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If You’re Behind on Saving in Middle Age, There’s Still Time to Increase Your Savings Rate and Map Your Later Years
If you are behind on saving in middle age, many financial advisors believe there is still time to increase your savings rate and map your…
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Malvern-Based Vanguard Offers Plenty of ETFs to Build Well-Rounded Portfolio
For investors who prefer long-term diversified holdings with rock-bottom fees, Malvern-based Vanguard has plenty of ETFs on offer to build a well-rounded portfolio, writes Chris…
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Some Investors Turning Their Backs on Target-Date Funds
Some investors are turning their backs on target-date funds, the most popular retirement investment on Wall Street, write Anne Tergesen and Oyin Adedoyin for The…
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Vanguard Makes Portfolio Manager Change to Health Care Fund
Vanguard has an upcoming change to the portfolio managers of Vanguard Health Care Fund. Jean Hynes will step down as co-portfolio manager of the fund in…
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This 401(k) Rollover Mistake Could Cost You Money
Workers who pull their retirement savings out of the stock market after changing jobs miss out on billions in investment gains, usually without meaning to,…
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Salim Ramji Officially Assumes Role of CEO of Vanguard
Vanguard’s Salim Ramji has now assumed the role of chief executive officer and joined Vanguard’s Board of Directors. His appointment was part of a planned…
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