Organization Root Tag

The Fidelity Zero Total Market Index Fund attracted $753.5 million through Aug. 31, while the Fidelity Zero International Index Fund gathered $234.2 million, according to Fidelity’s website.

The firm announced last week that it would reinstate traditional brokerage for retirement accounts in October, giving new life to the conflicts it had eliminated.

The wirehouse has been hemorrhaging talent over the last few months.

The new hires include a rare independent-to-employee career move.

Fees were nearly half the price of the top-performing active funds.

The OSJ spans dozens of advisors, and it marks at least the ninth major exit following a change in policies at the No. 1 IBD.

Instead, Chairman Jay Clayton should be looking for a quicker way for companies to move from private to public markets, and back.

The lawsuit accused JPMorgan of sending white advisors to wealthier places while assigning black colleagues to less lucrative branches and denying them opportunities.

The bank said it thoroughly investigates all complaints of impropriety after a report said the company is failing to treat some of its female employees fairly.

See which industry leaders made the cut for this year's list.

Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.

Playing both sides of the coin may be one of the few ways to avoid getting caught by this year’s schizophrenic market.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

The SPDR fund’s assets have surged over 23% this year to a record $16 billion as the retailer inches closer to America’s second trillion-dollar company.

The move is intended to improve operational efficiency.

The move by the multi-generational practice stemmed from LPL’s self-clearing capabilities, one of the advisors says.

The latest revelation of misconduct comes as the bank tries to overhaul its internal culture after two years of lawsuits, investigations and fines.

The policy had been under review after a federal appeals court vacated the fiduciary rule earlier this year.

To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.

CEO Rudy Adolf held the RIA acquirer’s first-ever earnings call, following its $564.8 million IPO, but the firm’s calculations drew questions.