Robo advisors

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

The brokerage says its Access Investing service is now available to clients with at least $5,000 to invest.

A collaboration with Lincoln has yielded 30 platform enhancements for advisors, with more to follow.

A good software tool can be hard to find. Our annual Tech Survey can help.

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.

Investors would be required to sell the shares they purchase first, which often is the lot that has the most gains and thus generates the bigger tax hit.