Andrew Shilling

Human resources executives place emphasis on new technology to evaluate future and existing employees at NICSA's annual membership meeting.

The first step is to account for any obligations or costs, an expert says.

The right debt strategy can help clients make better decisions with capital allocations.

BNY Mellon, DST Systems and State Street are among the firms recognized for their excellence and operational achievements.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

Clients could face a 100% penalty of taxes owed for filing late.

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

Despite having “exaggerated” merits, most strategic-beta ETPs outperformed their replicating portfolios, according to Morningstar.

Clients are wary about investing in companies that might never develop a product beyond the R&D stage, says ROBO Global’s CEO.

In addition to redesigning its business lines, the $48 billion firm is considering a robo, the president of its broker-dealer said.

"I don’t have one yet, but I want one," says Tom Halloran, president of Voya Financial Advisors.

For a solution, look to deficiencies found in the Markowitz model, one manager says.

Low costs and an overall shift toward passive are only part of the reasons why they are leaving such an impact, according to four experts’ testimonies.

Several new funds from the manager are aimed at providing approaches that have seen years of institutional success.

Although the funds experienced a combined $586 billion in outflows over the last two years, this segment reported inflows of $41 billion.

The products are aimed at reducing volatility for clients seeking long-term growth. Plus: other launches.

10 planning strategies from analysts and experts.

The offering provides a new way of investing in cryptocurrency.