Vanguard

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

Many new products are great for the industry and not so great for our clients.

Low costs and an overall shift toward passive are only part of the reasons why they are leaving such an impact, according to four experts’ testimonies.

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Three index funds may be all clients need. But that's rarely what they end up with.

Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.

Jack Bogle's advice flies in the face of the market’s recent conventional wisdom.

Central bank rate policies are artificially driving up asset prices while creating little growth in the real economy, the Janus bond fund manager suggests.

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.

Although the funds experienced a combined $586 billion in outflows over the last two years, this segment reported inflows of $41 billion.

The exploding popularity of quants has created a gold rush for fund developers.

Small-caps carry risk, but they don’t have to be expensive too. Here are 20 with the best returns over the past five years and the lowest expense ratios.

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.

The wirehouse and other firms aim to cultivate a new crop of tech-savvy FAs.

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

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.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.

The move does not apply to the giant asset management firm's ETFs, and clients are not required to liquidate existing positions.

Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.