Fidelity Investments

The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.

J.D. Power’s annual survey of self-directed investors displayed generational differences and the impact of equity volatility.

Why RIAs are focusing on firm success rather than individual performance.

The firm's partnership with software issuer BondLink aims to expand access to aggregated issuer data.

“Just like equities, last year was a volatile year and the fourth quarter of 2018 did a number on the returns of risk assets,” an expert says.

The value custodians offer RIAs is not going away any time soon, but it is has changed.

Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.

The transparency of a fee charged to other fund firms for use of the platform is allegedly questioned.

Investors currently pay 30 cents for every $1,000 invested in the cheapest ETFs from BlackRock, State Street and Charles Schwab.

The dueling plans will almost double both firms’ platforms to nearly 1,000 combined products.