Charles Schwab

In addition to launching new smart beta funds, the firm may look to expand into “a whole host of different asset classes,” according to one executive.

No performance chasers here; these investors buy on the downside.

The top independents all state going public is a goal, but there are doubts about broad market support.

As fee cuts have become key to winning flows, managers turn to cheaper indexers, while some build in-house benchmarking teams.

Personal Advisor Services closes in on the $100 billion AUM mark.

Last year alone 226 Vanguard funds and ETFs reported expense ratio declines.

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

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.

A net 80% of investors think America is the most overvalued region, analysts say.

"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.

"The numbers are all in a positive direction" as advisers shrug off threats to growth.

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

Those unwilling to embrace technology will be left behind, wealth management leaders warn.

Providers have been slashing fees. But with expenses already so low, some question the sense of switching just to save a few basis points.

Leading RIA custodian is warning that BIC disclosures, legal liability in second wave of DoL rule could be devastating for small advisers.

Commissions-based compensation models are losing ground to fee-based ones. But for broker-dealers, the switch isn’t something to be entered into lightly, Michael Kitces writes.

Scottrade and Schwab fell out of the top three, while Capital One Investing led a retail bank surge in the J.D. Power report.