Portfolio

McNabb said investors pay an average of 12 cents per $100 for Vanguard’s mutual funds and ETFs and that in five years that number could fall below 10 cents.

A $2.2 billion Morgan Stanley team's move to independence shows how breakaways use shell companies to take advantage of the legal pact, and why more than 1,500 firms have signed on.

IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.

The firm's digital advice service, to be piloted in early 2017, is a bid to give RIAs unprecedented scale.

Clients may be less anxious if they know their portfolios include funds built for stability.

Fee-only advisors seek clarification from the DoL on compliance requirements.

They seem to be everywhere, but there is every reason to believe that clients overwhelmingly still want to deal with human beings.

Key steps that can help prevent family conflicts from getting out of hand.

Massachusetts Mutual Life Insurance, Pacific Life Insurance and TIAA are among companies that have been pursuing deals to diversify operations and gain market share from publicly traded rivals.

Assets under management increased 13.6% as the firm brought in money to both its active and passive funds.