Holders will receive 50 cents for every $1,000 in a new low-volatility stock ETF -- until it grows to $100 million.

Wealth management mobile apps are dismissed as "dated" and received low marks, particularly by high net worth customers.

Concerns that M&A activity among RIAs would dampen in 2019 haven't become reality, according to Dave Barton, vice chairman at Mercer Advisors. “If it was just me, I could do 30 deals, easy,” he said.

Cheap is good, but when it comes to ETFs, it's what's inside the fund that really matters.

On the verge of retirement, Bill Gross said he wants to be remembered for investing clients’ savings profitably and helping to build a “wealth-creating machine” at Pimco.

Schwab's sale of PortfolioCenter to Envestnet has competitors licking their chops, hungry for new customers. How many new customers will materialize remains unclear.

The race to the bottom in the ETF price wars took another significant step this week, as SoFi registers two new ETFs with waived fees and Vanguard shaves basis points off a number of its own.

SoFi, an online financial services firm, is the first company to offer zero-fee ETFs, but it likely won’t be the last.

SoFi's two zero-fee ETFs, which plan to waive charges for a least the first year, will focus on U.S. stocks.

The Tamarac platform has a long history with Schwab’s PortfolioCenter. Now they own it.