Investment costs

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.