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...success has prompted other financial-services companies to create their own philanthropic mutual-fund hybrids. The Vanguard Group, Merrill Lynch, PNC Bank and American Guaranty & Trust have started charitable funds, and others have them in...
...that brokerage options "within five years will be standard throughout the entire industry." Paul Heller, head of The Vanguard Group's defined-contribution business, said more than half of the 2.5 million people whose 401(k) plans are managed...
...really aren't too many alternatives to save in a very tax-friendly manner," said Fran Kinniry, a principal with the Vanguard Group in Malvern, Pa. The standard advice is to participate first in a 401(k) or similar workplace retirement plan...
...important decisions like asset allocation and periodic rebalancing. Most major plan administrators -- including the Vanguard Group, Fidelity Investments and the T. Rowe Price Group -- offer managed account services for 401(k) plans. Not...
...of their competitors engaged in such practices but said they were not widespread. Brian Mattes, a spokesman for the Vanguard Group, said none of its funds engage in window dressing or other such market maneuvers. He also said he doesn't think...
...who has had a donor-advised account with the Vanguard Charitable Endowment Program, the charity launched by The Vanguard Group, for about four years. "Before we were writing checks here and there or we'd call our stock broker when we wanted...
...enough to protect shareholders from scandals like the Enron collapse. John Bogle, founder and former chairman of The Vanguard Group, wants the fund industry to take more aggressive steps to ensure that companies follow responsible accounting practices...
...investors can buy the same quality of funds without paying a sales fee. They boast of the low fees and no-loads of The Vanguard Group, whose Vanguard 500 Index fund is the biggest fund in the world with $90 billion in assets. "If your expense...
...say. "In essence, it gets inertia to work for us instead of against us," said Bert Dalby, a principal with the Vanguard Group, which started last year to offer such automated features to the 401(k)s it administers. Workers didn't used...