Andrew Shilling

Managing too many tasks at once can alienate your clients, an expert warns.

Firms must recruit the right players to serve their clients, says CEG Worldwide’s Jonathan Powell.

Despite confusion over the rule's fate, ERISA attorney Fred Reish warns advisors it's likely to go into effect without significant changes.

As executives accept Trump's fiduciary rule delay, many have shifted their focus to the SEC's new reporting modernization regulation.

Clients can omit companies that participate in “non-biblical activities” by investing in the new ETFs from Inspire Investing. Plus: other launches.

Long-only equity mutual funds report the first positive week in nearly a year.

Recent advances may mean that category is, actually, overvalued.

The unique offering comes amid concern that President Trump will renegotiate NAFTA. Plus; other fund launches.

Some have already seen strong returns, with the top five posting more than 20% over the past year.

Advisers reacted to President Trump's efforts to halt the regulation.

Leaders in domestic stock, international stock, fixed income, and allocation and alternatives funds are recognized for standout performance.

Effort by the asset management giant is aimed to capture more muni bonds. Plus: Other launches.

The fund manager reported $277 billion in new money to its U.S. mutual funds and ETFs last year, while Fidelity and Franklin reported some of the largest outflows.

Check out the list of the biggest falls from grace in 2016.

Which fund categories had the biggest rebounds this year?

Fifteen tax planning tips from analysts and industry experts advisers may consider in 2017.

Recent news and short term performance is good; longer term questions linger.

The Financial Select Sector SPDR ETF's $4.9 billion of inflows, the most it has amassed over one week in last three years, is one sign of "Trump-inspired bullishness," an analyst says.

The search for low-touch mutual funds has shifted "disproportionate" client money into fixed income, an analyst says.

The adviser joins the regional BD during a push to grow the firm.