Retirement Fund Investors

Vanguard to Pay $106 Million in Restitution to Retirement Fund Investors

An investigation by the S.E.C. and several states found that the company had failed to notify investors of changes in the terms of some funds, leading to higher capital gains taxes.

The New York Times - 4h

Retirement and drinking don’t mix

Retirees suffer more from depression as it is. Binge drinking makes it worse.

MarketWatch - 7h

Vanguard to pay more than $100 million to SEC over violations involving target date retirement funds

The payment stems from a 2020 change by Vanguard that led to redemptions in one class of target date funds.

CNBC - 8h

Vanguard to Pay $106.4 Million to Resolve Alleged Violations Linked to Retirement Funds

The SEC said a lack of notifications by Vanguard drove higher capital gains tax bills for many retail investors.

The Wall Street Journal - 10h

Investors better hope inflation and intangibles never meet

Unlike physical assets, those we cannot see have never been tested by rising prices

Financial Times - 11h

Bond funds are offering a ‘double whammy’ for investors

Many of these funds are trading at deep discounts and may have tempting distribution yields

MarketWatch - 9h

Vanguard fined more than $100 million by SEC over violations involving target date retirement funds

Asset management giant Vanguard has been fined more than $100 million to settle charges related to disclosures around target date investment funds, the Securities and Exchange Commission announced ...

NBC News - 10h

Osaka retires from Aussie Open match with injury

After losing the first set 7-6 (3), two-time Australian Open champ Naomi Osaka retired from her third-round match against Belinda Bencic due to injury.

ESPN - 13h

Sharia pension funds swell amid returns boost

Funds outperform their default peers over the past decade

Financial Times - 14h

Osaka retires injured from Australian Open

Naomi Osaka is out of the Australian Open after she was forced to retire injured from her third-round match against Belinda Bencic.

BBC News - 17h

Osaka retires injured from Australian Open

Naomi Osaka is out of the Australian Open after she was forced to retire injured from her third-round match against Belinda Bencic.

Yahoo Sports - 20h

Investors urge Walmart not to "give into bullying" on diversity

Some Walmart shareholders say the retailer hasn't offered a good business case for canceling its diversity, equity and inclusion programs.

CBS News - 1d

Investor interest in defense grows

Yahoo News - 1d

What do bond yields mean for equity investors?

Some stocks avoid ripples in the fixed income market

Financial Times - 1d

British activist investor seeks to disrupt Singapore takeover

Palliser Capital accuses OCBC of treating insurer’s minority shareholders unfairly as activist campaigns pick up in Asia

Financial Times - 3d

Fury retires from boxing again: 'It's been a blast'

Former heavyweight champion Tyson Fury announced his latest retirement from boxing Monday, one month after losing a rematch with Ukrainian Oleksandr Usyk.

ESPN - 4d

Footloose CFOs need not scare off investors

A clutch of finance chiefs are heading out the door, but this is all part of the rough and tumble of corporate life

Financial Times - 4d

Fury announces retirement from boxing again

Former heavyweight world champion Tyson Fury announces his retirement from boxing.

BBC News - 4d

Set to be free agent, Bolts' Mack to mull retiring

Chargers outside linebacker Khalil Mack said Sunday he is unsure about his football future.

ESPN - 4d

'Forever a Hurricane': Staal sees No. 12 retired

Eric Staal, a Thunder Bay, Ontario, native and former No. 2 overall pick, became the fourth player to have his number retired by the Carolina Hurricanes when his No. 12 was raised at the Lenovo ...

ESPN - 5d

USHL's Dubuque retires Gaudreau's No. 8 jersey

Late NHL star Johnny Gaudreau's No. 8 jersey has been retired by the Dubuque Fighting Saints.

ESPN - 5d

Michael Sheen to fund new national theatre for Wales

The actor says he is putting everything behind starting Welsh National Theatre.

BBC News - Jan. 10

Microsoft contributes $1 million to Trump's inauguration fund

Microsoft would like President-elect Donald Trump to make sure that U.S. artificial intelligence policy in the next four years will support its goals.

CNBC - Jan. 9

Mick Lynch announces retirement as head of RMT union

Mr Lynch steered the union through fierce pay strikes in 2022 and 2023 before securing a new deal.

BBC News - Jan. 9

Anthropic in Talks for $2 Billion Funding Round

The financing efforts follow new funding rounds by Elon Musk’s xAI and the market leader, OpenAI, which is now valued at $157 billion.

The New York Times - Jan. 8

Anthropic in talks to raise funding at $60 billion valuation

AI startup Anthropic is in late-stage talks to raise as much as $2 billion at a $60 billion valuation, according to a person familiar with the deal.

CNBC - Jan. 7

Indian investors rush into highly valued defence stocks

Asset managers have launched specialist funds as push for domestic armaments sends share prices soaring

Financial Times - Jan. 7

Ulta Names Steelman CEO, Kimbell to Retire

Ulta Beauty has named Kecia Steelman as its chief executive, succeeding David Kimbell, as the company aims to reaccelerate its growth amid a global slowdown in the beauty market.

The Wall Street Journal - Jan. 6

FirstFT: Private equity to lobby Trump as industry seeks to tap retirement funds

Also in today’s newsletter, China’s equity markets extend poor start to the year and accountancy’s Gen Z problem

Financial Times - Jan. 6

China rushes to reassure investors as equities and renminbi fall

CSI 300 down 4.2% this year and currency slides to 15-month low as Donald Trump’s return weighs on markets

Financial Times - Jan. 6

Private equity to lobby Trump for access to savers’ retirement funds

Industry hopes incoming administration will open long-restricted private investments to individual investors

Financial Times - Jan. 6

Bulls to retire Rose's No. 1 jersey next season

The Bulls will retire Derrick Rose's No. 1 jersey to the rafters next season, the team announced.

ESPN - Jan. 4

100% stocks for retirement? A new study says dump the 60/40 portfolio and target-date funds.

An all-equity portfolio, with a focus on international stocks, could be the key to maximizing retirement wealth, research suggests.

MarketWatch - Jan. 4

Baerbock: EU will not fund the Islamization of Syria

Yahoo News - Jan. 4

Rose on Bulls jersey retirement: 'Would love that'

Derrick Rose said he'd like to see his No. 1 Chicago Bulls jersey hanging from the rafters at the United Center someday.

ESPN - Jan. 3

Helping boomers spend their retirement funds is harder than it sounds

Worries about running out of money makes people frugal and wary of taking any big pension decisions

Financial Times - Jan. 3

Hedge funds Citadel and Millennium gain 15% in 2024

Ken Griffin and Izzy Englander’s funds likely to have outperformed wider hedge fund industry

Financial Times - Jan. 2

Activist investors give Japan a wake-up call

A critical mass of shareholder activists are forcing companies to adjust

Financial Times - Jan. 2

US investors in China venture funds race to comply with new tech rules

Financial institutions rush to secure assurances their money is not being used to develop Chinese technology

Financial Times - Jan. 1

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