Vanguard

The firm anticipates the change will save its 1.5 million Admiral Shares clients roughly $71 million.

An unknown number of test-takers viewed results online showing that they had passed, when their results were still under review.

Many of the bill’s provisions are taken from the Retirement Enhancement and Savings Act, which enjoyed some bipartisan support.

Brand recognition provides an edge in digital wealth management, but offers little protection when tech issues strike.

Despite the array of potential options, a handful of names gets the most attention. Do your clients know the major differences in methodology and sector concentration?

Although its fees are higher than other thematic offerings, similar products from Ark Investment Management have outpaced their peers. Plus; other launches.

Its purchase includes the manager’s mutual fund and ETF businesses.

Recently, higher interest rates and stock market volatility have undermined gains.

Some were unable to access the firm’s website while the S&P 500 experienced its worst decline in nine months.

The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.