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The surprise U.S. election didn't affect robo platforms the way the U.K. vote did earlier this year, but explanations vary.

Changing a Medigap plan during open enrollment could be costly, especially when the switch happens after the initial six-month window.

Experts and advisers weigh in on what to expect and how to discuss the future.

Steve Shaw is vice president of strategic marketing for the Digital Banking Group at Fiserv. He has held a variety of positions at Fiserv and its acquired subsidiaries over the past decade and a half.

Using an informal script makes sure everyone doesn’t talk over each other.

Using an informal script makes sure everyone doesn’t talk over each other.

Trump's indirect plans for Social Security will take years to take hold — and if they don't work we'll be facing an even bigger challenge.

Officials might wait to get a sense of the fallout before making a decision on rate increases.

Confusion among affluent taxpayers could lead to new ways to help clients.

Although a partisan battle over internet access predated Trump’s candidacy, he provided a key boost to the issue, setting a stage for a larger fight still to come.