Vanguard

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?

Only four non-U.S. funds offer both a dividend focus and an expense ratio under 0.35%.

Clients can omit companies that participate in “non-biblical activities” by investing in the new ETFs from Inspire Investing. Plus: other launches.

Long-only equity mutual funds report the first positive week in nearly a year.

The move comes after Vanguard, State Street and BlackRock lowered expense ratios.

The move is a plus for clients looking to tap into emerging markets stocks and equities in Europe after run-ups the past year.

The solution is low-cost index funds, he says, adding that index pioneer Jack Bogle "is a hero."

With these five funds, clients don’t have to spend a lot for a stock portfolio that pays.

The sector covering aerospace, defense and transportation has seen strong returns. Will Trump campaign pledges boost future performance?

Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.

Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.

Effort by the asset management giant is aimed to capture more muni bonds. Plus: Other launches.

16 individuals or teams are nominated in the four-category list.

The fund manager reported $277 billion in new money to its U.S. mutual funds and ETFs last year, while Fidelity and Franklin reported some of the largest outflows.

These popular choices for asset allocation also have a history of solid performance.

The expansion of hybrid platforms and bank digital advice promises big changes and fierce competition in automated wealth management.

Some advisers expressed concern about the custodian now competing for the same clients they were courting with the institutional version of Schwab's robo.