Vanguard

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.

Index funds may not be the ideal choice, but there are better options than the active bond funds pushed at a Morningstar panel.

Clients focus on returns, but advisers need to add “risk-adjusted” to their thinking.

Since 2011, inflows into these funds have soared. Here's what they're about.

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.

The digital advice firm said lowering minimums to $25,000 was a temporary move.

The new move amounts to an estimate of $7 million cumulative savings. Plus; other launches.

Using history as a guide, these stocks have outperformed when the Fed starts raising rates from a low base, an MSCI study says.

This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.

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.

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