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Wall Street can’t derail the move to lower fees
Some firms are making it more expensive to buy Vanguard funds, but investors agree with Jack Bogle that "you get what you don't pay for"
Shrinking cash balances provide latest evidence of investor euphoria
Custodians report cash is at record-low levels.
Fidelity pushes Vanguard to compete on brand in 401(k) plans
With Fidelity imposing an additional fee, Vanguard likely will look less attractive compared with comparably priced index-fund providers, advisers said.
Fidelity charging new fee on Vanguard assets held in 401(k) plans
The 0.05% fee is ostensibly a response to Vanguard's distribution model, but may also make the company's funds less attractive due to higher cost.
Hybrid group managing $1.3 billion leaves LPL
Cornerstone Wealth affiliates with Mutual Securities; custodies at Fidelity.
Some fund managers see heavy outflows despite solid performance gains
Several crushed the S&P 500, but still saw investors yank billions from their funds.
Outlook 2018: Fund companies weigh in
This year looks good — but not great — for stocks and bonds, barring a spontaneous collapse in prices.
Interest in donor-advised funds surges in response to tax changes
Clients still have time to set up accounts before year-end, but some contribution deadlines have passed.
RIA sellers need their own Zillow
As the financial advisory space ramps up for another year of anticipated record merger…
Fidelity report says RIAs are cutting fees, working harder
Registered investment advisers are starting to succumb to pressures from robo platforms by cutting fees and embracing their…
Three keys to succession planning
Advisers need a safety net that can be modified as circumstances change.
Fidelity and Lincoln collaborate on custom technology suite
Lincoln Financial Network has moved all of its clearing business to Fidelity, and will partner with the firm on fintech developments.
Fidelity outage sidelines retail customers, but advisers not affected
Millions could not access online trading accounts Wednesday morning, but institutional clients remained unscathed.
Tax reform debate sparks fresh interest in donor-advised funds
Schwab reports new accounts up 50% from last year, assets up 33%.
Morningstar, Orion and many more vendors unleash tech launches at Schwab IMPACT
The custodian's annual conference is becoming a prime showcase for new adviser-focused software.
Fidelity’s eMoney Advisor partners with Schwab
Tech vendor says, professional rivalry aside, integration with Schwab's OpenView Gateway upholds its commitment to support advisers regardless of where they custody assets.
Smart data can improve behavior, outcomes for retirement savers
The defined contribution industry, record keepers and advisers alike, must catch up fast.
Women at Fidelity describe culture of bias, revenge
CEO Abigail Johnson has promised to root out the mistreatment of women
Retirement-savings advocates to mobilize forces if tax-reform plan cuts benefits
If 401(k) pre-tax contributions are curtailed, several groups plan to launch nationwide campaigns against the effort.
It’s time to speak up about sexual harassment in the workplace
We are kidding ourselves if we think it doesn't happen in the financial advice profession, if we think we are somehow different from testosterone-driven Hollywood, the technology industry or even the broader financial services industry.
