Portfolio

Which firms on the S&P 500 have the most cash on hand?

Equity allocations are generally higher than years past even for retirees, but some clients are still overexposed to stocks; Plus, the idea of privatizing Social Security is being suggested again by some.

BlackRock said it is acquiring digital wealth management firm FutureAdvisor, joining the ever more crowded ranks of robo advisors.

The giant asset management company said it was acquiring robo advisor FutureAdvisor.

Robo advisors say they managed the downturn with little pressure from clients. Some in the industry wonder if that was a good thing.

Advisors' best planning skills will go to waste if they can't win over clients.

Advisors reported that client allocations changed little in July, but worries about economic troubles were mushrooming, according to a recent survey.

Risk assessment and rebalancing are especially important when the market goes on wild swings; Plus, how clients can benefit from the market correction.

Salesforce launched a new platform to help advisors work more efficiently as the cloud computing giant pushes forward with ambitious plans to alter the RIA tech space.

Volatile times can be scary, but clients may be more prepared than they think they are -- helping them realize that will make riding out the tough times a lot easier, columnist Jonathan Clements says.