Displaying 885 results
Families at odds over estates, Fidelity study finds
Parents believe they have had the 'talk,' children not so much
Small Custodian Cover
When it comes to the custody of client assets, most registered investment advisers are drawn toward the brand…
Smarter sellers, buyers bog down RIA M&A activity
New Fidelity report calculates 104 deals last year compared to 138 in 2015, partially due to growing gaps between what buyers are willing to pay and what sellers are seeking.
Meet the ETF Class of 2016
Most are majoring in smart beta.
Bob Oros leaving Fidelity
The executive vice president and head of Fidelity's RIA segment is leaving the company at the end of the month.
Sen. Elizabeth Warren challenges financial firms to resist efforts to delay DOL fiduciary rule
Letter to 33 companies asks six questions, including whether they support the delay or would reverse course on changes already implemented if a delay occurs.
December stock flows highest since April 2000
And passive once again clobbers active.
RIAs embrace the collegial world of study groups
From Black Friday Focus Group to the Goddesses of Financial Planning, it's about sharing ideas.
Outlook for 2017: Strategists from Vanguard, Fidelity, Franklin Templeton, Ameriprise, BlackRock and others weigh in
Unusual number of variables in the New Year.
Vanguard’s market share keeps growing
Only Vanguard and Dimensional Fund Advisors saw net inflows in November.
Fidelity’s eMoney to hit record revenue in 2016
Range of service levels helps fintech firm add 17,000 users since being bought by investment giant
Michael Durbin gets to work building out Fidelity’s distribution channels to advisers
He points to his interim CEO post with eMoney for the kinds of things to expect from Fidelity Institutional Product under his direction.
Advisers may not feel it yet, but downward fee pressure is coming
Fidelity study finds RIA firm revenue yield fell to 69 basis points last year from between 72 and 73 basis points over the prior four years.
Muni funds take on water as rates rise
Long durations, low credit quality spell trouble.
Women underrepresented in global fund industry: Morningstar
Women are more likely to be at the helm of a passively managed fund or a fund of…
Some funds doling out capital gain pain
After a seven-year bull market, few funds have offsetting losses to reduce those gains. Expect the biggest distributions from small-cap funds.
Abigail Johnson takes the helm of Fidelity
Edward C. Johnson III to become chairman emeritus.
Hybrid RIA managing $2.2 billion in client assets joins Securities America from LPL Financial
WealthPLAN Partners was with LPL for 27 years.
American Funds sees the no-load light
Plus: A big warning from Pioneer Investments, ETF company revenues, and another bleak earnings season ahead
Custodians tell fee-only advisers to find a new way to stand out after DOL fiduciary rule
Now that all retirement advice must be in a client's best interest, prospects are going to hear from every type of adviser that they act as fiduciaries.
