Practice

Bill McNabb declined to speculate how low fees may go at his firm, which has the majority of its assets in passive funds.

In contentious Senate testimony, White fended off accusations that the regulatory body has dragged its feet. Again, she did not offer a timeline for implementing a fiduciary rule from the SEC.

The new recruits are opening a new office for the independent firm.

Demand for ETFs soars; costs dominate adviser concerns, plus other key trends in portfolio management.

The branch is staffed by 22 advisers, most of whom are recent recruits from Credit Suisse.

Women tend to outlive their spouses. At the same time, they are undersaving and underearning. How can advisers help?

Blockbuster industry deals and unforeseen shifts in client attitudes are altering future forecasts for digital advice.

Combine data from your practice with a personal touch to claim that young client who everyone fears is going to leave for a digital adviser.

Retirement savers can ward off the risk of succeeding periods of bad returns during the early part of their golden years with the right asset allocation.

Robert Cook, an attorney and former SEC director, will have to help the regulator navigate complicated matters , from calls for an industrywide fiduciary standard to heightened congressional scrutiny.