Asset manager cuts expenses on nine mutual funds, after a string of ETF fee cuts by Charles Schwab and BlackRock. <b><i>(Related read: <a href="//www.investmentnews.com/article/20160628/FREE/160629906/fidelity-takes-on-vanguard-by-cutting-prices-on-index-funds-etfs"" target="”blank"" rel="noopener noreferrer">Fidelity takes on Vanguard by cutting prices</a>)</i></b>
A 24% gain since January and an 8% drop since July
Join the conversation with IN's senior Washington reporter, Mark Schoeff Jr., and your adviser peers on Twitter during the presidential debate at 9 p.m. ET Sunday using <b>#INDebate16</b>. <b><i>(More: <a href="http://www.investmentnews.com/article/20160925/FREE/160929970/hillary-clinton-vs-donald-trump-who-are-you-voting-against" target="_blank">Advisers sound off about who, Hillary Clinton or Donald Trump, they are voting </i>against<i></a>)</b></i>
Move could pressure other wirehouses to follow suit and lead to adviser attrition. <b>Plus, <a href="http://www.investmentnews.com/section/fiduciary-focus" target="_blank">Find answers to all of the most frequently asked questions on DOL fiduciary rule</a>.</b>
Focus on the costs inside the life insurance policies of clients and prospects, where they need management and advisory services arguably even more so than in their investment portfolios.
Help clients understand that a difference does exist and respecting that difference matters if they want to reach their goals.
The bottom line is that every email should be viewed with suspicion.
The biggest threat to the financial advisory industry might be underestimating the risks posed by a hacker or computer virus, technology security experts say.
Some financial advisers question the idea of having a bond-free portfolio
Encryption is one of the best bets for securing clients' sensitive information
IMS Securities, a shop with around 110 brokers, didn't have adequate supervisory procedures in place to ensure brokers weren't abusing annuity exchanges.
Reduced lifetime income will force many to spend bulk of benefits on health care.
Current CEO John Thiel (right) will step down on Jan. 1. <b><i>(Related read: <a href="http://www.investmentnews.com/article/20150408/FREE/150409924/merrill-lynchs-john-thiel-urges-colleagues-to-work-with-dol-on" target="_blank">Merrill Lynch's John Thiel urges colleagues to work with DOL on fiduciary rule</a>)</b></i>
New CEO likely to get an earful as he embarks on a 'listening tour.'
Southeastern firms likely will get to test those enhanced continuity plans the SEC is pushing.
How to deal with clients when your smart beta ETF recommendation goes south.
The wirehouse is the first major firm to announce concrete plans for compliance with the Labor Department regulation.
Reduced lifetime income will force many to spend bulk of benefits on health care.
RIA anticipates growing to $50B in assets with seed money from the likes of Ron Carson, Charlie Johnston and others.
Index tweak forces ETF providers to get creative.
