Fidelity Investments

If these ratios increase along with stock prices, how high is too high?

The firm is adjusting to more investors opting for low-cost funds over active management.

The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.

Firms need to deliver value differently in a changing industry, a Fidelity study found.

You pick a fund for your client and it returns 20%. You're a genius – until you realize the benchmark returned 23%. Here are the top overachievers.

Planners using the latest digital tools report higher AUM than their colleagues, Fidelity says.

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.

Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.

Scottrade and Schwab fell out of the top three, while Capital One Investing led a retail bank surge in the J.D. Power report.

The products are aimed at reducing volatility for clients seeking long-term growth. Plus: other launches.

Studies show smart beta beating their benchmarks more than active managers.

When markets are high, everyone feels like genius, but they still have to pay expenses. Help clients keep them low.

Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.

Clients focus on returns, but advisers need to add “risk-adjusted” to their thinking.

Amid the ups and downs of the bond markets, these funds attracted new investors.

Corporate Insight opened accounts at the top 13 platforms to perform a behind-the-scenes examination of how they operate and handle clients.

Which firms showed “meaningful progress” in improving client experience? And which one slipped?

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.