Mutual fund giant Fidelity Investments is set to launch a series of exchange-traded funds, the firm's first in 10 years. Is it too little, too late? Advisers say no, but they're not overly excited, either.
Features include insurance tool, cash-flow engine and 'modern' client reports.
Most respondents to a Natixis survey said they use alternatives sparingly and stick to strategies that can be explained to clients more easily.
More Americans are looking for help but don't know where to turn, TIAA-CREF survey shows.
Fidelity to launch low-cost ETFs aimed at undercutting rivals.
Manager goes against the grain, buying companies analysts say to avoid
Will connect next-generation advisers with veteran firms and offer coaching.
