Fidelity Investments

Oct. 23: The custodian plans to offer advisors and retail investors access to 296 commission-free ETFs.

Data reported by FUSE Research.

In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.

The manager’s third quarter revenue topped analysts’ expectations thanks to its iShares business.

Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.

Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?

These investments offered better returns than the broader fixed-income world in recent years, but the risk/reward equation leans heavier on risk.

While the SEC does its due diligence into the new European rules, some of the world’s largest money managers have started to make independent decisions.

All posted positive returns over five years, but active saw the largest outflows.

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

With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.

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.

Certain laws may require them to maintain the coverage with their former spouse.

Which banks are advisors moving to? One recently jumped to Woodforest National Bank from Merrill Lynch. Eight others switched to Arvest Bank, Northern Trust, Union Bank, U.S. Bank and Wilmington Trust from myriad financial services firms.

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

Investors may be shifting to cheaper options, or simply taking profits while markets are high.

Aug. 14: After following the industrywide digital-first movement in its acquisition of MyVest, TIAA is now examining how it serves its clients.

To add insult to injury, these losers charge high fees – 12 of the 20 have expense ratios over 1%.