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James Crawshaw is a fraud analyst at The ai Corporation.

The firm commission-free platform already included all Vanguard mutual funds and ETFs as well as thousands of third-party funds.

While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.

Mark Koppersmith is vice president of product strategy at LeaseAccelerator.

The firm’s supervisory systems did not identify brokers who recommended clients engage in potentially unsuitable early rollovers of UITs, the regulator said.

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

Although passive has steadily lured cash from active, this year assets in indexed equity funds topped those in active stock funds for the first time ever.

Henry Lee, Ph.D., is a senior risk and financial intelligence consultant at the SAS Institute.

Aaron Bridgers is a senior vice president and the head of risk testing optimization at Regions Bank.