Fidelity Investments

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.

The new fee system will impact more than 800,000 customers.

Are the recent declines in tech just some high-flying stocks coming back to earth, or a turning point for the sector?

The research firm’s annual survey included new queries reflecting changes in the industry.

While outpacing the S&P 500, the price tag is higher — the average expense ratio is more than 1%.

The S&P 500 has been on a tear, but there are always outperformers — see who bested the competition.

Rapidly shifting economic conditions, a new tax law and fee pressure are among the challenges in the year ahead.

Trump’s call for tariffs on steel and aluminum imports, and subsequent worries of a trade war, have recently taken a toll on emerging markets investments.

Commodities, which boomed before the crash, weighed heavily on returns the past 10 years.