Jialiang Pan

The fund provides access to China-based companies committed to implementing the digital ledger technology. Plus; other launches.

The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.

The new fund tracks the S&P 500 Dividend Aristocrats Index.

Candidates need to demonstrate how they have improved their firm's marketing, technology or operations.

The 1,778-advisor firm constitutes the largest privately held IBD, underscoring the growing appeal of boutique-like models.

The firm seeks to diversify investment risk for clients by combining six internally managed liquid alternative strategies. Plus; other launches.

The bank’s asset management unit has approached ETF Securities and Global X in an effort to expand its lineup.

The two advisors generated about $1.5 million in annual revenue, according to the No. 3 IBD.

Rapidly shifting economic conditions, a new tax law and fee pressure are among the challenges in the year ahead.