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The Fidelity Spartan 500 Index fund's “seasoned team” and “competitive price” has made it a “top option” in the eyes of Morningstar.

SEC member Daniel Gallagher, who helped derail efforts to tighten rules for money market mutual funds, said he would likely support a measure forcing the industry to abandon its marquee $1 share price.

OppenheimerFunds, which introduced its first Class I mutual fund shares in December 2011, has expanded its I Shares product lineup.

Fidelity Institutional Wealth Services has long provided trust companies and banks with custody services for the mutual funds they offer. Now the firm is expanding those capabilities to become a "full-service custodian" for all bank and trust asset classes, including equity and fixed-income securities and money market funds, Fidelity announced today. …

Many advisory firms turn to marketing to expand their practice, but few firms are able to develop an effective strategy. Here are five ways to leverage marketing for optimal growth, according to the 2012 FA Insights Study of Advisory Firms: Growth by Design.

Three months after hiring Mark Howard-Johnson as the Global Head of Real Estate Securities Management, BlackRock today unveiled the first of many real estate funds to be managed by Howard-Johnson’s new unit.

Altegris has expanded its sales team of with the addition of Valentina Glaviano as Director of Distribution Strategy, a newly created position.

"As breakaway brokers continue to seek the benefits of the independent RIA model and a large number of RIAs near retirement, we're seeing unprecedented opportunities to create mutually beneficial relationships between advisors," said Ben Welch, Ameritrade's director of advisor business development. "RIAConnect meets the increasing demand for a more effective way to connect firms and helps support advisor growth potential."

The increase in both market volatility and interest from the Baby Boomers in generating retirement income should be a slam-dunk for variable annuities.

In an effort to give smaller RIAs access to a broader array of services, Ron Carson has launched Carson Institutional Advisory. The new platform includes a succession planning strategy as an added attraction.

The Spectrem Millionaire Investor Confidence Index rose nine points in September, moving into positive territory for the first time in three months.

Mutual fund shareholders are paying their managers less today in fees than they were 20 years ago or even last year.

Exchange-traded funds added $22.36 billion in August, driving total ETF assets to $1.215 trillion.

London-based ETFGI has added Feargal Dempsey as a partner and Legal Counsel.

Foreign investment in the U.S. municipal bond market has exploded in the last 10 years.

Planners born before 1946 may be members of the so-called silent generation. They may stand three generations older than the rising Geneneration Y, but they are the demographic that Gen Y trusts the most, according to a new white paper,

Fewer affluent investors now describe their outlook on investments as conservative, and that optimistic outlook has reached the 18 to 34 age set, according to a survey conducted by Merrill Lynch.

TD Ameritrade announced Wednesday it will introduce access to a full range of competitively priced annuities to help independent registered investment advisors meet increasing client demand for retirement income solutions.

A new arbitration decision holds a lesson for financial advisors: Be careful when you leap.

Exchange-traded funds added $22.36 billion in August, driving total ETF assets to $1.215 trillion.