Portfolio

With the increased popularity of open architecture systems, fewer RIAs are operating their practices solely based on proprietary tech from a custodian.

Digital brokerages are boosting features to bring in new clients.

One fund traded more than 800,000 shares in August, its second-largest monthly volume since inception.

To keep pace with its peers, Morgan Stanley is ramping up its online offerings in banking and wealth management.

Among current retirees, the numbers aren't much better: 60% of them have not calculated how much health care costs impact their savings.

Planners ranging from sole practitioners to the largest OSJ enterprises welcomed the CEO’s comment that the firm's culture was not aligned with its strategy.

The Fidelity Zero Total Market Index Fund attracted $753.5 million through Aug. 31, while the Fidelity Zero International Index Fund gathered $234.2 million, according to Fidelity’s website.

The wirehouse has been hemorrhaging talent over the last few months.

The new hires include a rare independent-to-employee career move.

Here's how to make the most of high-net-worth clients' charitable nature.