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"We're offering the same if not better-quality products at a highly reduced fee," said Eileen Duff, head of distribution at iCapital Network.
September 14
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SunTrust Investment Services collected more than $1.1 million in avoidable 12b-1 mutual fund fees from more than 4,500 accounts, the SEC charged.
September 14
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We've reshuffled our top 25 program managers to list them solely by average production per advisor. Here are the top 15.
September 14
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Are HSAs here to stay? One advisor’s prediction.
September 14
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It can be expensive and time consuming. Is it worth it?
September 14
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Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.
September 14
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Why gaining short-term bond exposure through mutual funds isn’t a smart bet.
September 14
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The program rejoined Cetera's platform after a brief six-month stint with LPL.
September 14
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Advisors are in trouble if they neglect a client’s health needs.
September 14
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Details matter, explains an expert, like where their boat is docked.
September 13
