Charles Schwab

Figuring out how to make automated platforms appeal to planners has been a learning process, says the custodian’s technology executives.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

Clients will flock to digital advice, but conditions favor incumbent firms, a study found.

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

These funds can affordably provide clients with REIT exposure.

The industry is generally skeptical of automated advice platform growth projections, which PwC sets at $800 billion over the next five years.

The aggregator has been buying aggressively since an infusion of private equity cash in April.

The average deal size for an RIA transaction is over $1 billion in AUM, according to Schwab.

The change is attributed in part to the cost of managing dividends.

In addition to launching new smart beta funds, the firm may look to expand into “a whole host of different asset classes,” according to one executive.

No performance chasers here; these investors buy on the downside.

The top independents all state going public is a goal, but there are doubts about broad market support.

As fee cuts have become key to winning flows, managers turn to cheaper indexers, while some build in-house benchmarking teams.

Personal Advisor Services closes in on the $100 billion AUM mark.

Last year alone 226 Vanguard funds and ETFs reported expense ratio declines.

The firm has been building its passive business as investors dump active products.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.

A net 80% of investors think America is the most overvalued region, analysts say.