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The fund manager reported $277 billion in new money to its U.S. mutual funds and ETFs last year, while Fidelity and Franklin reported some of the largest outflows.

See which of the top firms added, retained or even lost clients in the past year.

Scott Fleming, the former head of the firm's Rocky Mountain region, now oversees nearly 150 sales professionals across the U.S.

An internal memo informs the firm's 15,000 advisers about the move, which builds on management changes made earlier this year.

The RIA aggregator added its 43rd partner.

Even when they have a retirement plan, it is likely to be astronomically more expensive than those offered by large companies.

Envestnet CEO Jud Bergman says experts plus machines deliver better outcomes than experts or machines alone.

Large mutual, pension and hedge funds are chasing better returns in rallying U.S. stock markets thanks to President-elect Donald Trump's pro-growth policies.

The one-size-fits-all approach may not suit everyone as circumstances vary. Investors may consider a managed account, plus a robo, which is an inexpensive alternative.

Though some say the rule's future is in doubt, the firm is going ahead with sweeping changes it hopes will make its advisers more competitive.