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The underperformance is a rarity for the fund, which has beaten the benchmark for nine of the past 10 years.

Too often succession plans tend to be all-or-nothing. There are better ways.

Nearly all bested the broader market at roughly a third the price of the average fixed income product.

Clients who outlive their retirement savings are among those most at risk.

To stand apart from broker-dealers, advisors may not need tougher rules, but smarter marketing.

Daniela Hawkins is a principal consultant with Capco's Banking & Payments practice.

Omri Lluz is CEO and co-founder of PerimeterX.

Advisor Andy Saeger reportedly reached out to two clients via email and a LinkedIn message.

Matthew Erskine, JD, is the managing partner of Erskine & Erskine LLC, a fourth-generation law firm, and The Erskine Company, LLC, a consulting firm. He focuses on strategic planning and legal services for business owners, professionals, individuals, families, collectors and inheritors of unique assets. He is also active in numerous community organizations in the Worcester, Massachusetts area, including the American Antiquarian Society, the Worcester Economics Club, and the John J. Kittredge Numismatic Foundation. After graduating from Lawrence Academy, he received his BA in Medieval History from Carleton College and his JD from Suffolk University Law School.