Vanguard’s Robo-Offering: Good for Advice, Bad for Advisors
Expert Michael Kitces weighs in on the pros and cons of the industry giant's latest plans.
Passive Mutual Funds’ Inflows Top $156B: Morningstar
Vanguard's passive products are leading the field in flows, according to the research group.
Top Portfolio Products: Vanguard to Launch Ultra-Short Term Bond Fund
The Principal adds a variable annuity as Lincoln announces insurance enhancements.
What Bill Gross’ Resignation Means for PIMCO, Janus & Markets
John Bogle, Lou Harvey and other experts discuss how the fixed-income guru's "rock star status" could affect fund flows and the industry.
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.
Morningstar Upgrades 13 Funds, Downgrades 2
The research group issued new ratings on four mutual funds in August.
Hearsay Social Adds Vanguard & NY Life, Doubles Client Base
The social media platform provider says it now serves some 92,000 financial professionals.
How to Measure Good, Bad Stock Pickers
ETFs that track industry sectors can be an investor's best friend.
Target-Date Funds Boost Assets but Underperform in Q2: Morningstar
The industry continues to lower expenses as passive management grows in popularity.
LPL, Former Exec to Launch Retirement Group
Former LPL retirement head Bill Chetney's new firm will work with LPL’s hybrid RIA platform to boost the IBD’s retirement plan business.