Fidelity Investments

Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.

Fidelity and Envestnet said they are relaunching a more integrated Fidelity Managed Account Xchange platform to give clients a more streamlined experience.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

Clients who have squirreled away their savings in IRAs and other retirement accounts have new tools at the ready amid shifting rules, four experts said.

While the vast majority of firms said they have branched into that area, the results suggest they may be missing part of the business opportunity.

Take part in a discussion of the source of business that's open to only a select number of firms selected by the giant custodians.

The former United Capital is losing out on new leads from one of the major sources while folding into a firm known for tapping into the former TD program.

Competitors to the giant custodians say they're developing their own programs even as members of existing networks push back against some of the criticism.

Competitors and critics in an industry fragmented between large and small firms and obsessed with organic growth question the increasing exclusivity and fees.

The move disappointed advocates just days after a court ruling viewed by many as clearing a path for the long-awaited product.