Wealthfront was founded in 2008, offers a range of exchange-traded funds (ETFs) managed by other companies, and has more than $50 billion in assets under management (AUM). When ma ...

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

Whether it's U.S. tech stocks, European stocks, Japanese stocks, emerging markets, bonds or commodities, these guys seem to be the most bullish when the assets are at the peak and most bearish when ...

In 2024, 40% of the new ETFs listed in the U.S. used derivatives as a significant component of their investment strategy, up ...

A major SEC fine against Vanguard reveals serious issues with target date retirement funds. The $106 million penalty highlights how fund changes can trigger unexpected tax consequences for investors.

The Ohio Department of Commerce Division of Securities and Division of Financial Institutions (DFI) recently announced two separate settlements regarding multi-state investigations that impacted ...

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

Vanguard's fine centers on December 2020 actions related to the asset manager's target-date funds and capital gains taxes. Here's what you need to know.

In addition to the $40 million Vanguard agreed to pay to investors as part of a class action suit in November, the SEC now ...

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

Legislation named after an Iowan killed in a drunk driving crash by an immigrant who was not legally authorized to be in the ...

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