The high-yield default account sparked kudos then displeasure on Twitter when adviser Michael Kitces realized it doesn't apply to existing clients.
Some defensive strategies are beating the market in good and bad times.
The deal gives the investment research firm its own source of ETF data.
Gold was up nearly as much as the S&P 500 was down in mid-day trading Monday.
Trend is seen as part marketing and part endorsement of ESG's investment benefits.
Firm's agreement with Fidelity's National Financial Services allegedly forced clients into more expensive share classes.
Record M&A activity in the second quarter is seen as just the beginning.
Don Marron and the $11.8 billion RIA ride the wave of private-equity ownership.
Former adviser found guilty of 17 federal charges, gets maximum sentence.
With 100 million consumers at risk, advisers are reminding clients to follow basic cybersecurity practices.