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The cheapest 20% attracted nearly $1 trillion in new client cash last year.
April 27 -
The new data will allow retail investors to better compare active and passive funds.
April 5 -
Let’s face it, portfolio management will never be free.
March 7
GeoWealth -
RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.
March 7 -
Technology will bring down price. Will advisors fight it or embrace it?
January 23 -
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.
December 7 -
Sometimes it makes sense to pay more.
November 6 -
When the markets post 10% returns, everyone feels great. So why do investors only glean a small portion of those gains?
October 4 -
New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.
August 9 -
Providers have been slashing fees. But with expenses already so low, some question the sense of switching just to save a few basis points.
June 27 -
The new move amounts to an estimate of $7 million cumulative savings. Plus; other launches.
April 11 -
"There is an effort underway in our industry to redefine value," Tim Hockey, TD Ameritrade's chief executive officer, said about the lower commissions.
March 1 -
The firm says its trading commission will be lower than even Vanguard's.
February 2 -
Larger ETFs provide more liquidity and are better constructed.
November 11 -
The firm's move comes after BlackRock intensified the price war in the industry by reducing expenses on 15 of its funds.
October 7 -
The fifth-biggest bank in the U.S. strikes deal with BlackRock’s FutureAdvisor to offer automated investing service.
August 24 -
While discount pricing can create confusion, these funds can also create opportunities for clients to unlock long-term cash flows.
August 12
Nuveen Investments -
The funds often benefit from a low-cost halo, but they don't all deserve to bask in that glow.
July 26 -
One approach enables clients retiring with large positions of highly appreciated company stock in their 401(k) accounts to save thousands on taxes.
June 16 -
Bill McNabb declined to speculate how low fees may go at his firm, which has the majority of its assets in passive funds.
June 15















