Fidelity

Kathy Murphy played a key role in scaling the company’s retail advice channel.

More clients are also looking for financial advice within the custodian’s retail channel, which offers a robo advisor and full-service wealth management arm.

Coronavirus has accelerated trends in advisor compensation as firms move to an ensemble model and enhance their benefits packages.

Far from commoditized, digital advisors' performance varies widely, according to new research.

The same words keep popping up in company titles. Here’s why that may be problematic.

It’s a big decision, and getting it right the first time around can avoid a lot of headaches, experts say.

“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.

“A typical Gen Z-er may not be as interested in owning a mutual fund," says Contrafund's Will Danoff.

Despite some impressive short-term gains, more than half underperformed their peers over the decade.

Clients opened almost 1.2 million retail accounts, boosting flows to mutual funds and ETFs, the firm reports.