Advisers can deliver more value to a client in a world of increasingly integrated health and retirement benefits.
Agency's inquiry follows SEC and Finra investigations into private placement firm, which has raised $1.8 billion from wealthy investors.
The fund giant has ridden the wave of investors seeking lower costs, primarily as a result of retirement-plan lawsuits.
The portfolios give advisers more time for the increasingly important task of reassuring jittery clients.
In the latest round of the ETF price war, Vanguard pushes cost of its S&P 500 ETF below that of similar offerings from BlackRock, State Street
Trend-following quant investing strategies were baffled by the markets' ups and downs last year
The 32-year-old Pimco Total Return Fund, made famous by Bill Gross, is cut to three stars.
Researcher Devenir says number of accounts grew 13% last year to 25 million.
Funds focused on solar power, marijuana and clean energy have gotten off to a strong start this year.
As the day approached, advisers felt the pressure and clients lost patience.
Department of Labor is allegedly investigating asset manager's infrastructure fee that is the focus of a 401(k) lawsuit.
Measure would replace almost all private health insurance.
Fidelity called the viability of a major fund platform into question, according to a report.
Global Income Fund's manager sees junk bonds as a safer way to play the Fed-induced rally.
There is no annual limit on out-of-pocket costs under Medicare Part D.
Current owner Stone Point Capital, Kestra management and some advisers will retain equity positions in the indie B-D.
Online lender SocialFinance will waive management fees on two stock funds for at least the first year
A case can be made that the economy is either headed for an imminent slowdown or still has some juice left.
Firm wants to add to advisers' tool kit so they can minimize client risk.
