Fidelity Investments

Passive funds attracted new cash even if their returns were negative.

The average retiree may need to save far less than you are currently projecting.

While some funds show low valuations, S&P and Dow both stand at post-crisis highs.

In addition to investor class and institutional reductions, the firm is also rolling out new offerings combining active and passive strategies.

Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.

Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.

Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.

While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.

The new platform aims to scoop up mass-market clients with just $5,000 in investable assets.

Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.

When clients are too focused on returns, bring the discussion back to expenses.

Virtual reality is making a comeback, and this time, fintech experts say it will find its place as a tool for advisors to help clients engage with their finances.

An inside look at which firms are attracting assets and advisors.

J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.

Vanguard, Betterment and Fidelity are among the clients of the tech giant's cloud computing platform.

They have time on their side, but compounding won’t work if they’re all in cash.

Many of the employees who were dismissed worked in the firm’s brokerage unit, according to the allegations.

It’s an essential task both for advisors launching practices and seasoned veterans breaking away. Here’s how to ensure a good fit — and avoid costly mistakes.

The effects are looking like "every other much-hyped tax cut of the past three decades.”

These retirement funds may all look alike, but can be very different when it comes to returns, asset allocation and expenses.