Adviser Fund Update Newsletter

Adviser Fund Updates

Adviser Investments publishes a bi-weekly email bulletin focusing on news we consider relevant for mutual fund investors called the "Adviser Fund Update." To access past issues, simply follow the links below.

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June 16, 2017 Are Variable Annuities for You?
June 16, 2017 Vanguard to Add Global Bond Portfolio
June 2, 2017 How Important Is Tax Efficiency?
May 19, 2017 Manager Changes at Fidelity Low-Priced Stock
May 5, 2017 The Future of Fiduciary Rule in Doubt
April 21, 2017 A Look Inside Vanguard's 529 Plans
April 7, 2017 Who Is Winning the Fee Wars?
March 24, 2017 Vanguard Takes Two Steps Forward, One Step Back
March 10, 2017 Which States Reward 529 Plan Savings?
February 24, 2017 Saving for College? Learn About 529s
February 10, 2017 Rebalancing Reconsidered
January 27, 2017 Meaning Behind Vanguard Fund Name Changes
January 13, 2017 When Should You Own a Target Date Fund?
December 30, 2016 Fidelity and Vanguard Cut Fees
December 16, 2016 Year-End Portfolio Planning Tips
December 6, 2016 Fidelity's New Leader Is...
November 18, 2016 2016 Distribution Calendar: Fidelity & Vanguard Funds
November 11, 2016 When's the Right Time to File for Social Security?
October 21, 2016 Fidelity Honors Adviser Investments
October 7, 2016 Long-Time Fidelity Manager Retiring
September 23, 2016 What Role Will Social Security Play in Your Retirement?
September 9, 2016 Schwab Challenges Fidelity and Vanguard
August 26, 2016 Fidelity Wants to Reinvent ETFs
August 12, 2016 Avoid These Retirement Savings Blunders
July 29, 2016 Vanguard Closes Top Fund
July 15, 2016 Fidelity Wages Fee War
July 1, 2016 Put Your Teen's Summer Earnings To Work
June 17, 2016 Fidelity Gets Smart With ETFs
June 3, 2016 Is Fidelity Embracing Indexing?
May 20, 2016 Tax Efficiency of Vanguard and Fidelity Funds
May 6, 2016 Fidelity Preparing for 'Smarter' ETFs
April 22, 2016 Financial Advisers and Your Best Interests
April 8, 2016 Checking the Math as Expenses Rise on Many Vanguard Funds
March 24, 2016 Which Political Party Can Claim Better Market Results?
March 11, 2016 Vanguard Launches International Dividend Funds
February 26, 2016 Will You Have to Pay the AMT This Year?
February 12, 2016 Rebalancing's Hidden Costs
January 29, 2016 Vanguard Fires Two Managers
January 15, 2016 Does Portfolio Rebalancing Work?
December 31, 2015 Vanguard Launching New Core Bond Fund
December 18, 2015 Vanguard Gets Active Abroad
December 4, 2015 Vanguard's Tech Winter Record
November 20, 2015 Fidelity & Vanguard Distribution Calendar
November 6, 2015 Social Security Shake Up
October 23, 2015 Vanguard Says Investors Can Keep Waived Fees
October 9, 2015 Vanguard Sets New Index Benchmarks
September 25, 2015 Vanguard Launching New Funds
September 11, 2015 Vanguard Fills Manager Hole
August 28, 2015 Two Vanguard Funds Finally Launch
August 14, 2015 Longtime Vanguard Manager Steps Down
July 31, 2015 Vanguard Explores Active ETFs
July 17, 2015 Manager Change for Vanguard Bond Portfolios
July 2, 2015 Vanguard Adds Mainland China Exposure
June 19, 2015 Vanguard Reacts to New SEC Rules
June 5, 2015 Vanguard Launches New Fund
May 22, 2015 Vanguard's Least Tax Efficient Funds
May 8, 2015 Vanguard Cuts Fund Fees
April 24, 2015 Fidelity Appoints New Bond Manager
April 10, 2015 Review of Vanguard 529 Plans
March 27, 2015 States, Taxes and 529s
March 13, 2015 Fidelity Debuts IRA Match
February 27, 2015 529 Plans to Lose Tax Benefits?
February 13, 2015 Fidelity Expands ETF Lineup
January 30, 2015 Rebalancing Checklist
January 16, 2015 Does Portfolio Rebalancing Really Work?
January 2, 2015 Vanguard Cuts ETF Expenses
December 19, 2014 Prepare Your Portfolio for 2015
December 5, 2014 Vanguard Opening New Bond Fund
November 21, 2014 Fidelity and Vanguard Distribution Calendar
November 7, 2014 Vanguard Eliminates Share Class
October 24, 2014 Fidelity Names New CEO
October 10, 2014 Fidelity Expands ETF Lineup
September 26, 2014 Shocking Manager Move at PIMCO
September 12, 2014 How Safe is Cash?
August 29, 2014 Teaching Sound Spending and Investing Habits
August 15, 2014 When Should You File for Social Security?
August 1, 2014 Vanguard Accused of Dodging Taxes
July 18, 2014 Fidelity Bars Overseas Investors
July 3, 2014 Retirement Planning and Social Security
June 20, 2014 Vanguard Adds Eighth Team to Explorer
June 6, 2014 The Investment Turning Point
May 23, 2014 Vanguard Merges Stock Funds
May 9, 2014 Fidelity Momentum Manager Moves On
April 25, 2014 Vanguard's International Merger
April 11, 2014 Most Tax Efficient Vanguard Funds
March 28, 2014 Tax-Efficient Investing
March 14, 2014 Active ETFs at Vanguard?
February 28, 2014 Fidelity's New President
February 14, 2014 Protect Yourself from Hackers
January 31, 2014 Rebalancing's Hidden Costs
January 17, 2014 Rebalancing Facts and Myths
January 3, 2014 Fidelity Launches Event-Driven Funds
December 20, 2013 Vanguard Closes Fund to New Investors
December 6, 2013 Fine Tune Your Portfolio for 2014
November 22, 2013 Distribution Season Has Arrived
November 8, 2013 Fidelity Opens 10 ETFs
October 25, 2013 Vanguard Simplifying Fund Lineup
October 11, 2013 Vanguard's Debt-Ceiling Stance
September 27, 2013 Vanguard's New Fund
September 13, 2013 Vanguard's Unconventional Cost Cutting
August 30, 2013 Fidelity Wants to Compete with Your Bank
August 16, 2013 Fidelity's New Bond Fund
August 2, 2013 Vanguard Shuts the Door on Florida
July 19, 2013 A Look at Top 529 Plans
July 5, 2013 State by State 529 Breakdown
June 21, 2013 The Benefits of 529 Plans
June 7, 2013 Fidelity Makes its ETF Move
May 24, 2013 Vanguard's Newest Fund
May 10, 2013 Vanguard's First International Bond Fund
April 26, 2013 Vanguard Funds Cut Costs
April 12, 2013 Vanguard Capital Opportunity Reopens
March 28, 2013 Why Manager Changes Matter
March 15, 2013 Vanguard's Manager Rotation
March 1, 2013 Vanguard to Add EM Bond Fund
February 15, 2013 Vanguard Shakes Up Fund-of-Fund Lineups
February 1, 2013 Fidelity Shuffles Select Managers
January 18, 2013 Fidelity Closing Popular Fund
January 4, 2013 Longtime Vanguard Manager Retires
December 21, 2012 Get Your Portfolio in Shape for 2013
December 7, 2012 The Fiscal Cliff Tax Wrinkle
November 23, 2012 'Tis The Season For Distributions
November 9, 2012 ETF Investing 101
October 26, 2012 Fidelity Opens Five New Funds
October 12, 2012 Vanguard to Change Benchmark Indexes
September 28, 2012 How to Teach Sound Investing Habits
September 14, 2012 Legendary Vanguard Manager Retiring
August 31, 2012 Fidelity Names New President
August 17, 2012 How Will the Election Impact Markets?
August 3, 2012 Vanguard Fires Manager
July 20, 2012 The Roth IRA Path to Millions
July 6, 2012 Vanguard Veteran Stepping Down
June 22, 2012 Is Fidelity's Newest Fund a Winner?
June 8, 2012 Popular Vanguard Fund Closes
May 25, 2012 Vanguard Redeems Its Redemption Fees
May 11, 2012 Did Your Vanguard Expenses Go Down?
April 27, 2012 Maximize Your Social Security Benefits
April 13, 2012 Did Your Vanguard Fund Fees Go Up?
March 30, 2012 Is Technology's Season Over?
March 16, 2012 Are You Ready for Rising Interest Rates?
March 2, 2012 Vanguard International Funds Make Changes
February 17, 2012 Two Vanguard Funds Gone for Good
February 3, 2012 Vanguard Delays Two Funds
January 20, 2012 Fidelity Shakes Up Fund Managers
January 6, 2012 Are the Emerging Markets on the Rise?
December 23, 2011 Is Your Portfolio Ready for 2012?
December 9, 2011 Got Losses? Use Them or Lose Them
November 23, 2011 A Holiday Gift to Avoid
November 11, 2011 Vanguard Adding International Bond Funds
October 28, 2011 Vanguard Adds a Fund, Closes Another
October 14, 2011 Vanguard Fires Manager, Changes Strategies
September 30, 2011 Fidelity & Vanguard Open New Funds
September 16, 2011 Vanguard Veteran Speaks
September 2, 2011 Fidelity & Vanguard's Best Large-Cap Funds
August 19, 2011 Is it Time to Sell?
August 5, 2011 6 Vanguard Funds Add Lower-Cost Shares
July 22, 2011 One of Fidelity's Best Managers Taking Leave
July 8, 2011 Fidelity and Vanguard Waive Fees for Yield
June 24, 2011 Can You Trust Morningstar's New Analyst Ratings?
June 10, 2011 How to Raise a Millionaire
May 27, 2011 Which of Fidelity's New Bond Funds Is a Winner?
May 13, 2011 Vanguard Slashes Fund Minimums, Lowers Fees
April 29, 2011 Was QE2 a Success?
April 15, 2011 Should You Buy Municipal Bonds Now?
April 1, 2011 Financing Emerging Market Growth
March 18, 2011 The Crisis In Japan and the US Economy
March 4, 2011 Did You Benefit From Tech Winter?
February 18, 2011 Alternative Minimum Tax, Who Has To Pay?
February 4, 2011 New ETF from Vanguard, Should You Buy?
January 12, 2011 Rebalance the Smart Way
January 7, 2011 Does Rebalancing Impact Returns?
December 22, 2010 Vanguard Gives Fund a Makeover
December 10, 2010 7 Steps to Winterize Your Portfolio
November 24, 2010 Don't Miss Your Distribution Dates
November 12, 2010 New International REIT Fund for Vanguard
October 29, 2010 Are Your Investments Standing Still?
October 15, 2010 Vanguard Lowers Minimums for Admiral Shares
October 1, 2010 Vanguard Goes International
September 17, 2010 Vanguard Wages ETF War
September 3, 2010 September Begins with an Uptick
August 20, 2010 Manager Changes at Vanguard, AXA Out
August 6, 2010 New Manager for Vanguard Fund, Update
July 23, 2010 5 Retirement Mistakes to Avoid
July 9, 2010 Make Your Teen A Millionaire
June 25, 2010 Will Reform Work This Time?
June 11, 2010 Do Fidelity And Vanguard Managers Add Value?
May 28, 2010 Vanguard Converts To Bull Market
May 14, 2010 Vanguard to Offer Free ETFs
April 30, 2010 Fidelity Gets Serious About Bond Market
April 16, 2010 Is Vanguard Gambling With Your Money?
April 1, 2010 Is Real Estate A Buy?
March 19, 2010 New Vanguard Value Fund
March 4, 2010 Vanguard's Free Trade Confusion
February 19, 2010 Fidelity's Next President?
February 5, 2010 Fidelity Offers Commission-Free ETFs
January 22, 2010 New Manager for Vanguard Fund
January 8, 2010 Rebalancing, Is It Worth It?
December 23, 2009 New Year, New Fund from Vanguard
December 11, 2009 Seven Steps to Smart Year-End Investing
November 25, 2009 Why Vanguard Can't Make Up Its Mind
November 13, 2009 Tech Winter Warms Performance
October 30, 2009 Are We Heading For A Crash?
October 16, 2009 Vanguard Closes Fund to New Investors
October 2, 2009 Lifecycle Funds Miss the Bull's Eye
September 17, 2009 Critical Condition: Health Care Stocks
September 3, 2009 Bond Market Bubbles
August 21, 2009 Vanguard Shuts the Doors
August 6, 2009 A Look at Health Care Funds
July 24, 2009 Do Q2 Earnings Signal The Next Bull Market?
July 10, 2009 Wealth Transfer Opportunity
June 26, 2009 Vanguard Closes Popular Fund
June 11, 2009 Change is Coming to Roth IRAs
May 29, 2009 How Roth IRAs Work For You
May 14, 2009 The 5 Most Common Retirement Mistakes
May 1, 2009 Vanguard and Fidelity's Best Bonds
April 17, 2009 Money Market Guarantee Extended
April 3, 2009 Small Cap Intl Now Available from Vanguard
March 18, 2009 Funds Heat Up During Tech Winter
March 5, 2009 Vanguard's Growth Equity Streamlined
February 18, 2009 Will you have to pay the AMT?
February 6, 2009 Vanguard & Fidelity Manager Moves
January 22, 2009 The Pros and Cons of Rebalancing
January 8, 2009 Is it Time to Rebalance Your Portfolio?
December 23, 2008 The Madoff Scandal, What to Take Away
December 11, 2008 Two Favorite Fidelity Funds Reopen
November 26, 2008 Taking Advantage of Tech Winter
November 14, 2008 Exclusive Fund Manager Interviews
October 31, 2008 Fed Cuts Rate, Fidelity Shuffles Managers
October 17, 2008 Record-Breaking week on Wall Street
October 2, 2008 Turn Market Fear Into Your Fortune
September 18, 2008 What to Make of the Markets This Week
September 4, 2008 Time To Buy?
August 21, 2008 Changes at Vanguard, New CEO
August 6, 2008 Manager Moves at Fido, Changes at VG
July 24, 2008 McCain or Obama: How Will It Impact You?
July 11, 2008 Buy Recommendation For The Long Term
June 27, 2008 4 Vanguard & Fidelity Manager Changes
June 13, 2008 New Vanguard Team – Good or Bad?
May 30, 2008 5 Retirement Savings Blunders
May 16, 2008 3 New Vanguard Funds
May 1, 2008 Fed Cuts Rate, Markets Fare Well
April 18, 2008 Fidelity's First Hedge Fund
April 3, 2008 Vg Go's Global, New Fund Set to Open
March 20, 2008 Fed Cuts Rates, How Will It Impact You?
March 6, 2008 New Management at the Top for Vanguard
February 22, 2008 Long-Time Vanguard Manager Retires
February 8, 2008 Portfolio Rebalancing, Are You Overdue?
January 28, 2008 Emergency Rate Cut by the Fed
January 11, 2008 Manager Changes at Fidelity and Vanguard
December 14, 2007 7 Essential Yr.-End Portfolio Tips
November 30, 2007 Important Dates Investors Must Know
November 15, 2007 Fidelity Introduces Three New Funds
November 1, 2007 Fido's New Approach to Managing Funds
October 19, 2007 Taking Advantage of Tech Winter
October 5, 2007 Vanguard Announces Mega-Cap Indexes
September 21, 2007 Fed Cuts Rates, How Will It Impact You?
September 6, 2007 New Funds at Vanguard and Fidelity
August 23, 2007 Don't Get Distracted by Subprime Hype
August 9, 2007 Top Executive Exits Fidelity
July 27, 2007 5 Worst Retirement Blunders
July 13, 2007 New Fund for VG, Fido Shuffles Managers
June 29, 2007 Vanguard Adding New Managers
June 15, 2007 VG Files for Actively Managed ETF
June 1, 2007 VG's Brave New International Fund
May 18, 2007 Fidelity Re-opens Fund, Shuffles Managers
May 3, 2007 Fidelity Opens New Enhanced Index Funds
April 19, 2007 Fidelity Manager Musical Chairs
April 5, 2007 Low-Cost ETFs, Don't Miss Out!
March 23, 2007 Buy or Sell New Global Fund?
March 9, 2007 Did You Benefit From Tech Winter?