Portfolio

With interest rates near record lows, it may be a good time to refinance a mortgage. We asked advisors to tell us about the conversations they're having with clients.

Avoid jumping the gun for the latest and greatest in tech, particularly products pitched for fixing back-office operations.

A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.

The oldest GenXers are turning 50 this year, and most are north of 35. If they don't have a financial plan yet, here are steps they can take.

T3 Conference attendees wondered about the implications of even more sophisticated digital advice platforms entering the market.

With interest rates approaching record lows, it may be a good time for your clients to refinance their mortgages. We asked advisors to sound off on the conversations they've been having with clients.

Critics suggest questionnaire-driven automated advice can't completely address client risk tolerance, but technology firms say transparency is the solution.

The commission's barring of one advisor follows similar action by state authorities, indicating that regulators are coordinating their enforcement activities.

About $2.3 billion has flowed into these ETFs so far this year.

The fund was purportedly a safe investment based on a computer algorithm. In fact, clients dumped millions of dollars into a fund, which later lost 80% of its value in a single month, authorities say.