Vanguard Topping Fidelity Shows Shift to Independent Advisers

By Christopher Condon, Bloomberg, David O’Brien, a 46-year-old financial adviser in the Richmond, Virginia, suburb of Midlothian, has made Vanguard […]

Are Index Funds on Track to Become Even Harder to Beat?

By jason zweig, wsj, Investors, like the Pilgrims at the first Thanksgiving, should remember that gratitude can feel sweetest when […]