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.

The No. 13 IBD’s hybrid RIA subsidiary also unveiled the results of its record recruiting push.

The products seek risk and return objectives through factor exposures such as minimum volatility, value, momentum, liquidity and quality.

Mark Mobius will step down after more than three decades with the firm.

Frequent recruitment adds to the firm’s bench after stemming an outflow of talent late last year.