As one of the world’s largest asset managers, Vanguard’s move will pass on significant savings to investors while also ...

VistaShares CEO Adam Patti joins Zephyr Market Strategist Ryan Nauman to discuss the benefits and growing popularity of ...

Denver-based Mercer Global Advisors announces acquisition of Financial Partners Group, expanding its presence in Nashville ...

San Francisco-based Frec, a direct indexing platform for self-directed investors, has launched a portfolio allocation feature ...

Commonwealth is dually headquartered in Waltham, Mass., and San Diego, and also has an operations hub in Blue Ash, Ohio. The ...

The tech-driven advisor platform provider has also added RIAs representing $400M to its growing stable of affiliates.

Consultant XA Investments expects continued growth as advisors continue to adopt the products for client portfolios.

Buying Aspire Wealth Management and Fernwood Investment Management will add a combined $800 million to CW Advisors' platform.

When discussing what your clients might donate to charity, consider appreciated non-cash assets. Your client can always ...

Vanguard has announced “historic" reductions to the expense ratios for about 43% of its U.S.-based mutual fund and ETF share ...

A customized version called Apollo Allocation Pro aims to help advisors compare various public and private index portfolio ...

Kailash Duraiswami spent 2 1/2 years as an enterprise architect at Orion Advisor Services after that firm acquired his ...