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November's election results sent the Bloomberg Barclays U.S. Aggregate Bond index, which Ford O'Neil's fund tracks, to its biggest monthly loss since 2004.

Finding that investment unicorn is growing increasingly difficult — precisely because advisers have fewer advantages over one another, Michael Kitces says. But there’s a way to finesse it.

The wirehouse will make “many” of the pricing and product design changes it planned last year, include lowering commissions for trades involving stocks and ETFs “to the benefit of our clients,” according to an internal memo.

Brayden McCarthy is vice president of strategy for Fundera and a former senior policy adviser at the SBA.

Karen Gordon Mills is a senior fellow at Harvard Business School and a leading authority on U.S. competitiveness, entrepreneurship and innovation. She was a member of President Barack Obama’s Cabinet, serving as the administrator of the U.S. Small Business Administration from 2009 to 2013. Mills is the author of the book "Fintech, Small Business & the American Dream" as well as several papers on small-business lending and supply chains.

The wirehouse also reported record revenue of over $2 billion for the recent quarter.

Clients should consider moving to a state that does not tax ordinary income, Social Security benefits or pension payouts.

Camden R. Fine is president and CEO of Calvert Advisors LLC. He was previously president and CEO of the Independent Community Bankers of America.

The firm's latest offering provides access to international equity markets. Plus: Other launches.