Vanguard

The search for low-touch mutual funds has shifted "disproportionate" client money into fixed income, an analyst says.

The high cost of stock picking has made clients more passive, an analyst says.

Digital platforms have to overcome two key challenges to ensure they survive, according to the CEO of Orion Advisor Services.

Fifteen of the 20 biggest open-end funds report net outflows over the last five years.

Money from brokers and RIAs accounted for about 50% of Vanguard’s $225 billion in inflows this year.

They seem to be everywhere, but there is every reason to believe that clients overwhelmingly still want to deal with human beings.

While the fiduciary rule was cited as a positive, problems mentioned by Bogle included the incentive for companies to be “very stingy” with pension contributions since they come out of earnings.

If equities languish, one adviser says be more cautious on muni fixed income.

These certificants are multiplying — and so is their revenue.

An aggressive pricing strategy, new partnerships and the backing of a wealthy partner keeps the hybrid robo competitive.

Every firm's focus is on capturing a share of the predicted $7 trillion market by 2020.

For value-minded clients, here are the cheapest funds (10 basis points or less) with the best 3-year performances.

One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.

The digital M&A trend has much in common with the wildly popular game app.

Investors have once again taken a liking to taxable bond funds — a marked difference from last year. Advisers may find that clients are taking notice, too.

The funds often benefit from a low-cost halo, but they don't all deserve to bask in that glow.

Over $14 billion flowed into the low-risk ETF category in the first half of 2016.

While the value of broad diversification becomes evident over 15 to 20 years, its virtues will often be noticeable even over shorter time frames.

The firm pulled in $148 billion in new client money during the first six months of 2016, surpassing its previous first-half record of $140 billion set last year, a spokesman said.

Viewing these services only as a threat may mean a firm is selling clients short.