Portfolio

It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.

Clients should refrain from cosigning their child's student loan, as Social Security could garnish their retirement benefits if the child defaults on the loan payments.

What the next generation of tech innovation means for planners.

Alan J. Foxman looks into his crystal ball and predicts authorities will focus on these key areas.

Many millennials find it difficult to think beyond their student debt, which averages $32,731 with an average monthly payment of $393, according to the Federal Reserve.

Financial planners report wide demand to learn how to exploit changes in the tax code.

Kestra Financial’s James Poer offers advisors his three predictions for the new year.

Don’t be afraid to fuse this technology with the human side of the practice.