Deal will allow Oranj to provide advisers a single system that offers a robo experience integrated with a back-end tool for portfolio management.
T shares and clean shares increase transparency and reduce entrenched conflicts of interest, offering a cost benefit to investors, the fund researcher finds.
Four-man adviser team in Huntsville, Ala., will operate in indie-employee channel.
Fees and costs remained at or near the top of respondents' answers in a new survey by Pacific Investment Management Co., no matter how the questions were phrased.
Next Capital Management is led by a Goldman alum.
Some are flexible and will give clients discounts, while others stand firm and will not bend.
Meanwhile, the Consumer Federation of America complains that the Trump administration has prematurely made up its mind to repeal or replace the fiduciary measure.
Prospects don't always know what it means to be a fiduciary, but they know what they want to hear when asking an adviser if they are one.
Too many independent firms have minimal communication with their advisers on the pending regulation.
Claiming rules have evolved since 2015 Supreme Court decision.
Advisers need to help RMD clients change the way they give.
Lawsuit alleged brokerage firm misused investor funds in financing the failed Jay Peak ski resort.
Fidelity Investments, the largest record keeper, extended its dominance in 2016.
Any significant changes would likely spur a lawsuit, and the courts have been tougher on regulators when they reverse course on rules after a new president comes into office.
The addition of WealthTrust's $6.4 billion in AUM lifts HighTower's total to nearly $46 billion, a nearly four-fold increase from four years ago.
401(k) plans have changed markedly over the past few decades, through the proliferation of mutual funds and the growth of target-date funds and automatic plan-design features. What's next?
Legendary endowment chides "fee bashers," saying what really matters is net returns. But traditional styles of active management are now available as low-cost index, or smart beta, funds.
The president's advisers have signaled he'll sign a bill to make it unlikely that state auto-IRAs are put into place as well.
