The move is the latest by Silicon Valley tech companies muscling in on financial firms' territory.
More than $37 billion flowed into donor-advised funds last year as tax reform increased interest.
Twenty-five percent of average assets of rich investors are currently in cash, according to UBS Global Wealth Management survey
A $100 billion fund manager challenges traditional views on monetary policy.
As stocks trade near record highs, investors are abandoning strategies involving long-term Treasuries.
Fisher Investments is a huge player in exchange-traded notes, dominating more than a quarter of the $22 billion market.
Billionaires 'would try to find assets that they can hide.'
Ruless Pierre charged with securities fraud and wire fraud over promises of 20% returns.
Value of covered calls traders bought on margin were added to their capital, allowing them to borrow more.
Funds that eliminate management fees have to figure out how to pay for such expenses as record keeping and licensing an index.
