Issues Adviser Online

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Later in the issue, we investigate some deceptive performance claims, one from a brokerage firm and one from a robo adviser website, that try to fool the unwary into thinking they re presenting apples to apples comparisons. And to round out the issue, we put all the news we have about Vanguard s new global balanced .Daniel P. Wiener is editor of The Independent Adviser for Vanguard Investors, a monthly newsletter that keeps abreast of recent developments at Vanguard, and the annual FFSA Independent Guide to the Vanguard Funds. Through his newsletter and guide book, Dan helps tens of thousands of Vanguard investors choose . Emerging Markets Bond would now be available for investment is that the fund has been running live, but in the shadows, since March . Vanguard seeded the fund, managed by Daniel Shaykevich, with $ million in March , but did not make it available to investors. Read More “. Issue. December PDF . The Securities and Exchange Commission today published information and guidance for investors and the financial services industry on the fast growing use of robo advisers, which are registered investment advisers that use computer algorithms to provide investment advisory services online with often .