Sean Allocca

Startups are applying AI and big data to determine how advisory clients make investment decisions in real time.

Digital brokerages are boosting features to bring in new clients.

The RIA offers multiple income-oriented strategies and a proprietary asset allocation tool.

For wealthy people, Uncle Sam is a major challenge to asset growth.

Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.

Early adopters of artificial intelligence are expecting substantial increases in profitability, according to a new survey.

As robo advice expands into other services, such as debt management, the stakes rise to become a hub for a client's entire paycheck and financial life.

Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.

Five fired and barred former registered reps stole more than $1 million from clients over a four-year period, according to the regulator.

Collecting information about tobacco use and exercise, gives advisors a better idea about planning for long-term medical care.