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A growing body of research is looking into whether the expanding influence of passively managed funds is making companies less willing to compete.

The restructuring comes as a competitor enters wealth management data aggregation.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

Being a homeowner may not be the most cost efficient move in some areas.

Federal employees who retire during the partial government shutdown would have to wait a longer time to take retirement distributions from their savings plans.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

High-yield and leveraged loan funds “rebounded incredibly strongly (too strongly, possibly),” a strategist writes.

The Janus Henderson Global Unconstrained Bond Fund has experienced 10 consecutive months of redemptions, underperforming 80% of peers.

The firm’s newest recruits come from Merrill Lynch and Wells Fargo.

Mark Wiedman’s takeover as head of international and corporate strategy could be a sign of larger changes ahead, a memo suggests.

Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.

Seniors are advised to take measures to prepare for a possible shortfall in retirement income, as there is no guarantee for an immediate fix to the problem.

The advisor and best-selling author co-wrote a fable with his wife after writing several books targeted at adults.

The retirement plan-focused group’s new OSJ had left the No. 1 IBD in 2017 and will grow to 160 advisors under the move.

Advisors Daniel Conners and Michael Crawford were looking for new tech and more comprehensive planning offerings for their clients.

BlackRock will see the largest reduction to its workforce since 2016.

The firm’s new CEO Ronald O’Hanley is pushing to reduce expenses, automate more functions and simplify organizational structure.

The growing number of commission-free planners at IBDs doesn't necessarily fit the industry’s accepted definition, or its traditional categories.