Schwab Adds 65 ETFs to Fee-Free Platform
Investors can now trade more than 180 ETFs online through Schwab with no charge.
Morgan Stanley to Absorb Customer Losses After Mutual Fund Snafu
Morgan Stanley will offer to swallow some losses incurred by customers who bought mutual funds after failing to make fund prospectuses accessible online.
Passive Beats Active in August Fund Flows: Morningstar
The research firm releases ETF data for the first time, saying the funds represent a growing portion of investors' net worth.
IRS Finally Answers After-Tax IRA Rollover Question
Can after-tax money in 401(k)s be converted to a Roth IRA tax-free? The IRS has the answer in a just-published guide.
How to Connect With (and Keep) Female Clients: Kathleen Kingsbury
Advisor coach and former therapist Kathleen Burns Kingsbury talks to ThinkAdvisor about the gender differences many advisors don't understand.
Schorsch’s RCAP to Take Big Stake in E-Document Firm Docupace
The Docupace investment is intended to help affiliated independent advisors streamline workflow while bringing RCAP a recurring revenue stream.
How the 'Bacon Bowl' Gave Hope to a Tiny Town-Then Left for China
PORT GIBSON, Miss.-This town of 1,500 people, in one of the poorest counties in the U.S., could use a break. Last November, one seemed to arrive in the form of a cooking utensil-the Perfect Bacon Bowl. Hawked on national television, the plastic molds shape bacon into edible serving bowls for...
New Hire Roundup: Putnam Names Gould Head of Institutional Management
In another personnel move, Mariner Wealth Advisors has added ex-NFL quarterback Mark Vlasic as a senior wealth advisor.
BlackRock’s Koesterich: 3 Strong Headwinds Hampering U.S. Economy
At Morningstar ETF conference, BlackRock and iShares’ chief investment strategist sees demographics, debt and wage stagnation keeping GDP growth in check.
Skipping Social Security Advice Equals Missed Opportunity for Advisors
There is rising demand for Social Security guidance, but only a small percentage of advisors are reaping the benefits of offering it, new research says.