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.
Fidelity to launch low-cost ETFs aimed at undercutting rivals.
More Americans are looking for help but don't know where to turn, TIAA-CREF survey shows.
Manager goes against the grain, buying companies analysts say to avoid
Will connect next-generation advisers with veteran firms and offer coaching.
