Finance

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

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.

After two to three years into recovery from the region’s 2015-2016 downturn, one manager says there’s a rising chance of a shortened economic cycle.

Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.

Just over half of all asset managers either have or are planning a “limited” number of machine learning initiatives.

CEO Rudy Adolf held the RIA acquirer’s first-ever earnings call, following its $564.8 million IPO, but the firm’s calculations drew questions.

Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.