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Swayze is a Dow Jones News Fund business reporting intern at Sourcemedia.

Stephen Applebaum is managing partner, Insurance Solutions Group, He is a subject matter expert and thought leader providing consulting, advisory and strategic M&A services to participants in the North American property & casualty insurance ecosystem. He may be reached at stephen.applebaum@gmail.com.

Small-caps carry risk, but they don’t have to be expensive too. Here are 20 with the best returns over the past five years and the lowest expense ratios.

The wirehouse's latest hire has 21 years of industry experience.

Brian Tumulty covers taxes and state and local finance for the Washington bureau.

June, July, and August are projected to reach new highs, generating more than $100 billion of proceeds from called and maturing bonds.

"We're not going to proscribe any way for clients to access us," says Mark Jordahl, president of U.S. Bank's wealth management group.

Executives think algorithmic assistants will be a better solution for wealthy clients than mere software allocating assets for the masses.

Here’s what advisers should know about this increasingly available option, so they can help clients make the most educated choice.