Over the past few weeks, Fidelity Investments has made strategic fee cuts and launched new products to ensure that its products are the cheapest in two categories in which the Vanguard Group Inc. has been eating their lunch for a decade.
Sell-off has created a market with lots of sellers and few buyers. Could tax season provide a solution?
Investors have enjoyed an epic rally this year with little volatility, thanks at least in part to all the cash the Fed is pumping into the system. But advisers should be prepping clients now to get ready for some choppiness ahead. Jason Kephart reports.
Advisers share their tips on how to broach the subject of new asset classes and strategies
In a bad omen for the mutual fund industry, the shift toward fee-based compensation is expected to accelerate over the next two years, a new report finds. Who's pushing the trend?
Stress and anxiety are at all-time highs among investors in the United States, which can make it difficult to work with clients who are overwhelmed by lurching from crisis to crisis. There are some things advisers can do to help stressed-out clients though, such as focusing on the big picture, said John Diehl, senior vice president of the Hartford Funds.
Clients may think advisers are buying them a load of coal when they see their quarterly statements because advisers are poised to buy some (gulp) bonds, interest-rate risk included, before the end of the year despite stocks' strong outlook.
Thanks to the stock market rally, among other things, the $287 billion Vanguard Total Stock Market Index Fund has surpassed the $247 billion Bill Gross' Pimco Total Return Fund as the largest mutual fund. At least for now.
Silvercrest files with SEC to launch IPO; last listed wealth management firm went private in less than two years
