Fidelity Launches Two All-ETF Model Portfolio Lines for Wealth Managers
By Dinah Wisenberg BrinMore than half of advisors' portfolios incorporated ETFs at the end of 2024, Fidelity reports.
February 18, 2025
The Showdown Over TaxesCongress seems likely to save key TCJA provisions, but it won't be easy.
February 14, 2025
Low-Cost Vanguard Generates the Most Fee Revenue: MorningstarVanguard's "hugeness" enables it to gobble market share as its low costs attract investors, Morningstar says.
February 14, 2025
Schwab Names a Crypto ChiefSchwab called the move a key step in its ongoing process to expand client access to digital assets.
February 13, 2025
Schwab to Raise Advisor Network Referral Fees by 5%The fee changes for advisors utilizing the Schwab Advisor Network program will take effect later in 2025.
February 11, 2025
Schwab Expands 24-Hour Trading to All Its Retail ClientsThe firm seeks to capture demand from investors piling into U.S. stocks amid elevated prices.
February 11, 2025
Vanguard Launches Two New ETFsThe new Treasury ETFs have short durations and should provide low volatility, the asset manager says.
February 11, 2025
Wealth.com Adds Private Wealth HeadIn the new role, Kathy Wunderli will focus on estate planning, probate, trust administration and tax matters.