Fidelity Investments

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.

These 20 funds didn't just rise with the tide, their returns topped their benchmarks.

In one of the biggest bull markets in recent history, some mutual funds are still cheap by historical measures.

As the major players gravitate to the hybrid model, will price cutting take hold in digital wealth management?

Clients can omit companies that participate in “non-biblical activities” by investing in the new ETFs from Inspire Investing. Plus: other launches.

Long-only equity mutual funds report the first positive week in nearly a year.

"There is an effort underway in our industry to redefine value," Tim Hockey, TD Ameritrade's chief executive officer, said about the lower commissions.

The move comes after Vanguard, State Street and BlackRock lowered expense ratios.

The sector covering aerospace, defense and transportation has seen strong returns. Will Trump campaign pledges boost future performance?