The violations stem from a 2020 change where Vanguard lowered the minimum investment requirement for its institutional target ...
Exchange-traded funds (ETFs) have surged in popularity, with global ETF assets surpassing $15 trillion. These investment ...
Vanguard funds are a great choice for retirement investing thanks to their low cost structure and high quality.
This prompted many retirement plan investors to sell shares of the Investor TRFs and switch to institutional target-date funds. However, this triggered capital gains taxes for those sellers.
Quick Take: The SEC announced that an investment adviser (Adviser) agreed to pay over $100 million to settle charges that the firm made misleading statements about capital gains distributions and tax ...
Approximately 9,000 Illinois residents are eligible to claim money from a settlement with investor services company Vanguard ...
The mutual fund titan harmed investors by failing to disclose risks relating to capital gains distributions in its retail ...
Electric power utility Evergy Inc. was hit with a proposed class action saying its employees’ 401(k) plan is filled with ...
Vanguard Group will pay more than $106 million to settle US Securities and Exchange Commission allegations that it made ...
Under the new pacing plan, CRPTF seeks to increase its allocation to private equity to 15% by the end of 2028 from 11% as of ...
An investigation by the S.E.C. and several states found that the company had failed to notify investors of changes in the ...
The alleged violations stem from a 2020 change where Vanguard lowered the minimum investment requirement for its institutional target date funds. The payment of $106.41 million will be distributed ...