Portfolio

The U.S. ranks poorly among 14 developed nations, with U.S. females having the shortest life spans and U.S. males the second shortest.

The fund manager reported $277 billion in new money to its U.S. mutual funds and ETFs last year, while Fidelity and Franklin reported some of the largest outflows.

See which of the top firms added, retained or even lost clients in the past year.

The RIA aggregator added its 43rd partner.

Even when they have a retirement plan, it is likely to be astronomically more expensive than those offered by large companies.

Envestnet CEO Jud Bergman says experts plus machines deliver better outcomes than experts or machines alone.

Large mutual, pension and hedge funds are chasing better returns in rallying U.S. stock markets thanks to President-elect Donald Trump's pro-growth policies.

The one-size-fits-all approach may not suit everyone as circumstances vary. Investors may consider a managed account, plus a robo, which is an inexpensive alternative.

From fiduciary to robos to marketing: A close look at advisers’ top concerns and how their budgets have changed year-over-year, from TD Ameritrade’s annual survey.

The 401(k) and IRA rollover business is going through its own phase of disruption.