Portfolio

“A great win for the middle class," a proponent says, as others note the changes already occurring at planning firms.

Voices: The fiduciary rule is not complicated. If you don’t want the responsibility of being an advisor, don’t call yourself an advisor or imply you are one.

Since 2012, Bats jumped ahead of Nasdaq to become the second-biggest operator of U.S. stock exchanges and got into currency trading, the world's biggest asset class.

Misguided assumptions among emerging-market bears have created investment opportunities after years of disappointing returns for the asset class, a Capital Group manager says.

Readers are split over using Excel for financial planning. Some extol the simplicity of spreadsheets, others are firmly of the view that financial planning software is necessary for advisors to remain relevant.

As the fiduciary rule pressures firms to develop products and platforms, they must realize I.T. has a seat at the table in the decision process, says Putnam Investment's new chief technology officer.

There are pros and cons to these standalone smaller offerings.

Voices: Abuses in investment advice need to be stopped. But a law without teeth is worse than no law at all.

Private equity firm gets in advice business as another insurance company gets out.

The effects of the fiduciary rule could be dramatic on IRAs, which account for a third of Americans' $24 million in retirement assets.