The Financial Ombudsman Service said that it has seen an increase in complaints driven by professional representatives who ...

Blue Owl Capital's recent earnings highlight a 75% year-over-year AUM increase and a 25% dividend raise. Read why I upgrade ...

Vanguard’s new fee cuts are a win for retail investors — helping to boost long-term returns. Here's what a low expense ratio ...

Not only have you inherited your parents’ portfolio, you’ve also inherited their long-time adviser. Now you’ll have to decide ...

Vanguard Group has slashed the fees for dozens of its mutual funds and ETFs in a record move that’s likely to send a shock ...

Vanguard on Monday announced reductions to the management fees for 87 investment funds, reportedly the largest such cuts in company history. By reducing the expense ratios on dozens of mutual ...

The move reduces fees on 87 different funds, and 168 total share classes of those funds. The average fee cut is 20% per share ...

Fees include asset management, annual expense ratios, sales loads (when mutual funds are part of the trust), brokerage commissions, and trading expenses. There are many different types of fees ...

An amendment, starting on Jan. 1, 2025, restructures the management fee under its existing agreement to consist of a base management fee and an incentive management fee. The base management fee ...

Accurate cost calculations Consistent operational practices to document revenue, costs, and fee rates Compliance with SUNY and university policies Adequate internal controls The University at Buffalo ...