Investment costs

The demand is there but it isn’t easy to pull off, according to one custodian that’s already done it.

Brokers and fund managers are turning to innovation to remain competitive and capture new customers.

The ETF’s debut marks the first big entrant into the zero-cost space with the potential to shake up products from BlackRock, State Street and Vanguard.

Two years after the tax law eliminated write-offs for investment costs and advice, lawyers say they have found a loophole hidden in years-old IRS case law.

While it’s debatable whether private donations should matter to an investor, transparency rules could become an issue as global warming accelerates.

The firm agreed to “remove language that formed the basis of the alleged misrepresentations."

Advisors will find the lowest, near-zero fund. Do they read the fine print?

The firm has experienced net outflows in each fiscal year since 2014.

If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got bigger problems.

The transparency of a fee charged to other fund firms for use of the platform is allegedly questioned.

Higher costs are most attributable to technology spending, including investments in artificial intelligence.

Working longer and taking on a part-time job are two of the simple strategies for seniors to curb the impact of a market correction. But there are other tips to consider as well.

Despite the array of potential options, a handful of names gets the most attention. Do your clients know the major differences in methodology and sector concentration?

"Retiring just before a stock market peak could be ruinous to your financial health but it doesn’t have to be,” says an expert.

A lawsuit filed by an ex-client was granted class action status after the firm failed to keep the dispute out of court.

A Florida court will hear a client’s claim that the firm charges processing fees that had ranged as high as 10 times more than the stated purpose: transaction and clearing costs.

The service gives clients 100 free trades in the first year, free equity research and the ability to earn unlimited free trading.

The bank has replaced dozens of high-cost offerings with more passive and enhanced actively managed products.

There are 148 ETFs focused on dividends. We looked at the eight cheapest, and then whittled even further.

J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.