Practice

Digital advice technology is more likely to enhance advisor productivity, not replace humans, according to a new Citigroup report.

A FINRA arbitration panel sided with UBS, which sought damages for breach of promissory notes.

Massachusetts securities authority goes further than SEC or FINRA in its examination of automated advice.

A Fidelity survey reveals who made what in one of the industry's most opaque segments.

Labor Department event planned for next week.

A tax break for retired clients who donate IRA assets to qualified charities. Plus, knowing how annuities are taxed for better returns, and strategies for deducting long-term senior care expenses.

Spending in retirement often declines over the years so clients should reduce their withdrawal rates instead of using a fixed approach; plus, the misconception that can sabotage your client's retirement.

CUSO and Infinex plan to not only lower minimums and adjust pricing on advisory accounts but also partner with digital advice providers in a bid to serve a wide range of customers.

Succession planning becomes personal when advisors hire sons, daughters and other relatives.

A handful of numbers can help determine the best withdrawal rate for clients.