Fidelity’s divestment brings the total yanked from Fisher Investments to more than $1.8 billion.

Phone fraudsters and greedy children aren’t the only ones manipulating older Americans, and the threat to their assets is growing.

Ninety-five percent of Merrill Edge Self-Directed trades will now be commission-free, according to a company spokeswoman.

The sexist and vulgar remarks Ken Fisher made at an recent industry conference were not unusual at Fisher Investments.

The acquisition of CPIC International is EP Wealth's eighth since taking a minority investment from financial services holding company Wealth Partners Capital Group in July 2017.

The co-founder of XYPN Network worries that Skip Schweiss' dual roles at the Financial Planning Association and TD Ameritrade are a conflict, given the entities' diverging advocacy aims and financial ties.

Wall Street firms from Bank of America Corp. to Morgan Stanley said they’re focused on longer-term client relationships instead of just boosting stock-trading activity.

Mercer Advisors' recent InvestHERs Summit did more than just provide lip service to the issue of women in finance, writes Jessica Caruso.

Financial planners are more caught up in the day-to-day activities of running a business, rather than what’s ahead, according to a new survey by SEI and the Financial Planning Association.

Are private equity owners compatible with a registered investment advisory firm’s fiduciary duty? Dynasty's Shirl Penney urges caution and incites some strong reactions.