Industry

Under more intense regulatory scrutiny, broker/dealers need to mitigate the risks of letting their reps use the "rep as portfolio manager" platforms, executives were told at the recent FSI OneVoice conference.

Morningstar awards the best performing fund managers of 2016, Harvard plans to cut half of its endowment's workforce and Gary Cohn cashes out from Goldman,

At FSI OneVoice, Fidelity's David Canter says if advisors want to defend their price, they'll have to articulate their value (beyond investing) to clients.

Why the interest rate benchmark matters.

Matt Hougan and Dave Nadig on the biggest ETF trends in 2016, and why advisors need to start thinking like institutional investors for their clients.

At the Inside ETFs conference, a panel of investors on where to position portfolios for the Trump Bump—barring any 4 a.m. tweets from the commander-in-chief.

The Dow Jones reaching 20,000 points is not worth all the hype.

Advisors are telling clients to stay the course after Trump's win, RBC Wealth Management partners with MoneyGuidePro and Apex Clearing adds Smartleaf rebalancing technology.

Bob Oros will be taking over for Roger Ochs on Feb. 28.