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Net flows have slowed in 2020 at the fund giant as rivals continue to roll out similar products amid the rise of robo advisors and almost-free trading.December 9
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This year’s report on advisor compensation shows how RIAs and IBDs are attracting, retaining and rewarding talent.December 1Managing EditorFinancial Planning
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The firm's new suite of eight low-cost ETFs include two funds that are no-fee.June 5
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“The only reason why I could see them doing that is shame,” one critic says of the move; the board calls it an important shift in the conversation about fiduciary care.March 5
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RIAs already on the platform can stick with the old pricing model or transition to the new one.March 4
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Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.January 10Chief Investment OfficerMomentum Advisors
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Strategies may include building out RIA channels and cash sweep programs in efforts to make up for revenue declines.October 25
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By slashing fees, custodians are also eliminating special ETF platforms they had spent the past five years building out.October 22
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The move follows similar offers from other major brokerages in the last two weeks, as firms race to woo clients with the lowest-priced products possible.October 21
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The low-cost brokerage followed its competitors for retail clients and will offer the new pricing to RIAs in November.October 10