The firm said high volume may have curtailed access to its mobile app and urged clients to use its other platforms.

Direct indexing can improve after-tax returns of certain active strategies, not just passive ones.

Even day traders and people who prefer set-and-forget index fund investments have come to realize that there’s a lot more components involved in building wealth.

In this week's fund news, advisors' most highly traded securities of 2020, Vanguard's 10 basis-point, active ETF and a look at Schwab's new low-cost variable annuities.