Special Program Root Tag

QIM’s Tactical Aggressive Fund ended May up 13%, adding on to a 9.2% gain in April.

The money manager created the new role in order to accelerate the growth of the funds.

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

More advisers usually means more overall revenue, but not always. See how the TPMs compare on both metrics.

Bankers and analysts are saying the fiduciary rule may weed out all but the top-tier advisers. Should you be worried?

Spoiler alert: LPL has the highest AUM. That's no surprise, but where do the others rank? Scroll through to find out.

While most of the wealth management industry migrates to the higher net worth clients, CUNA sticks with its credit union base. In fact, it’s looking to expand its footprint.

The long merger trend among the broker-dealers behind the bank channel is likely over, and new banks are not joining the channel in a major way. Where will TPMs find growth?

Prudential’s asset management unit is taking a different approach as firms like Vanguard are forcing industrywide retrenchment.

These firms reported the highest share of accounts topping $100,000.

The new offering is intended to offer passive index and ETFs that track markets as well as active.

Investors are fleeing debt-riddled companies amid the anticipation of rising rates and growing corporate leverage.

A clear path has emerged after historic revenue drops among the top independent broker-dealers.

See which independent broker-dealers outpaced their peers at the top line.

This interactive tool gives you the ability to evaluate independent broker-dealers.

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.

Only 17% of advisers have a binding and actionable plan in place.

There must be a fully realized transition strategy, says Tim Chase, co-founder of WMS Partners.

Do's and don'ts for transitioning the practice as a long-term process, not a one-time event.