Vanguard’s Record Fee Cuts Put BlackRock, Invesco in a Tough Spot
By Katie Greifeld and Vildana HajricShould they follow suit and potentially lose revenue, or hold the line and risk losing badly needed market share?
February 03, 2025
Crypto and Your Clients: New Funds, More Demand, Still Lots of RiskAs new crypto vehicles emerge and enthusiasm keeps growing, more advisors are adding digital assets to portfolios.
February 03, 2025
What’s Changed With Retirement Policy in Two Years of Secure 2.0?Join professors Robert Bloink and William H. Byrnes on Feb. 19 to get up to speed.
February 03, 2025
Vanguard Cuts Fees on 87 FundsThe mutual fund and ETF expense ratio reductions should save investors over $350 million this year, Vanguard says.
January 31, 2025
Planning Foundation Issues Grants to Support Pro Bono GuidanceOrganizations providing planning without charge will benefit from a record $678,000 in funding during 2025.
January 31, 2025
New Bill Would Revamp IRSThe legislation would make "common-sense fixes" to the agency, say Sens. Mike Crapo and Ron Wyden.
January 31, 2025
Blackstone Sees Trillions From Rich Flowing to Private MarketsThe firm's private wealth unit, launched in 2011, now manages over $250 billion for individual investors.
January 31, 2025
Investors Hit Fidelity With FINRA Claim Over Advisor Accused of Losing $11MFidelity missed red flags when an advisor made risky trades on its platform, according to an arbitration claim.