Fee disclosures

Disparate voices in the fiduciary debate agree that Form CRS might be too dense and complex to achieve meaningful disclosure.

There’s no playbook, but there is common sense, says XY Planning co-founder Alan Moore.

In addition to investor class and institutional reductions, the firm is also rolling out new offerings combining active and passive strategies.

The funds have the potential to distort stock prices and to inspire a large-scale market sell-off.

Clients should not only check the fees, but also compare their after-tax returns.

When clients are too focused on returns, bring the discussion back to expenses.

The cheapest 20% attracted nearly $1 trillion in new client cash last year.

Financial advice sometimes is — and isn’t — deductible.

Less than a third of those polled analyze transaction costs before a trade.

The new fund tracks the S&P 500 Dividend Aristocrats Index.