Fidelity

The firm has the edge in “unaided awareness”— a crucial metric in understanding a firm’s significance to the lives of potential clients.

“There’s less performance chasing than you saw in the past, and that’s a positive thing,” an expert says.

Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.

SEC Commissioner Robert Jackson Jr. said his office studied 15 years of data to assess how the firms utilized their power on hundreds of proposals.

By slashing fees, custodians are also eliminating special ETF platforms they had spent the past five years building out.

More than $1.8 billion has been yanked from the executive's investment firm.

Anthony Guadagnino allegedly solicited at least 10 clients after his departure from the retail brokerage.

The low-cost brokerage followed its competitors for retail clients and will offer the new pricing to RIAs in November.

As custodial pricing continues to fall, it’s still unclear where firms will make up the the money — but analysts and advisors agree other custodians will follow suit.

Deviation from the broader market has left more than half of these products with losses during a time the Dow and S&P 500 each posted double-digit gains.