Fidelity Investments

If clients tap their Roth accounts at the wrong time, even after retirement, they could lose out on some potential tax benefits.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

There wasn’t a lot of diversification among the top funds as technology has dominated the market gains in recent years.

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

"I don’t have one yet, but I want one," says Tom Halloran, president of Voya Financial Advisors.

Its local unit is the first qualified domestic limited partner to be granted a license from the Asset Management Association of China.

Investment head Tim Buckley will succeed Bill McNabb, who led efforts that more than tripled the firm’s assets since taking over as CEO in 2008.

Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.

Tim Buckley will become the money manager’s fourth CEO since it was founded in 1975.

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