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It bears paying attention in the coming year as to what inroads digital-first firms can make into the DC space.

Stock demand is rising after the S&P 500 recovered from its first correction in four years, returning to a range that has confined stocks for most of this year.

They may be reluctant to have their financial information transmitted electronically.

So far in 2015, Vanguard is leading a record $365 billion in net flows into low-cost and passively managed index funds and ETFs.

For the second straight year, tuition revenue will drop for about 30% of private universities, according to Moody's.

Create a performance management process to get the most from staff members.

Advisors should assess critical assets of the service agreement beforehand.

Disruptive entrepreneurs could set their sights on the financial advisory worlds.

A strong identity these days must include a robust and engaging digital presence.

If the SEC's newest rules are enacted, open-end mutual funds and ETFs that invest in municipal securities are likely to become more risk-averse in a variety of ways that have implications for issuers and other investors that perhaps have not been fully considered by executives.

Janus Capital said the head of its fundamental fixed income unit, who oversaw an eight-fold increase in the firm’s bond assets over the past decade, is leaving.

J.P. Morgan’s asset-management division promoted James Peagam to head of global insurance solutions, an operation that oversees $78 billion of client funds.

Advisors should focus on those areas where they can gain the most efficiency by using technology.

Tech trends in financial planning

Software and apps can engage clients and make an advisor’s job easier.

Dump, delay, delegate and do: It could work for you.

Cedar Capital CEO Paul Ingersoll says he is confident in his firm's decision to acquire F-Squared's remaining assets, despite its past problems with the SEC.

Net issuance of U.S. notes and bonds will tumble 26% next year, according to estimates by primary dealers that are obligated to bid at Treasury debt auctions.

Dump, delay, delegate and do: It could work for you.

Millennial-aged advisors can attract clients and build a solid book of business. Here are five tips to help young advisors excel.