Investment costs

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.

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

The new data will allow retail investors to better compare active and passive funds.

Let’s face it, portfolio management will never be free.

RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.

Technology will bring down price. Will advisors fight it or embrace it?

While clients cannot determine their health care expenses and taxes in retirement, they can improve their prospects by minimizing investment fees and diversifying their portfolios.

Sometimes it makes sense to pay more.

When the markets post 10% returns, everyone feels great. So why do investors only glean a small portion of those gains?

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

Providers have been slashing fees. But with expenses already so low, some question the sense of switching just to save a few basis points.