Banco Popular de Puerto Rico

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

It is not the fiduciary rule or whether robo technology is friend or foe.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

Planners have picked up some bad habits over the years. Here’s what do to about it.

Clients won't accept complacency when a vendor is hacked. Acting quickly is key.

Once the domain of institutions, RIAs and fee-based planners are adopting artificial intelligence.

This year, digital wealth management will shift to goal-driven advice that is instantly accessible and always personalized.

Rarely have investors had such consistent, steady gains, and abundant anomalies, says one expert.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.