Demographics

Demand from millennials has helped the strategy become an $8 trillion category.

The app allows users, many of them first-time investors, to get started for as little as $5.

"Everything people thought was cool in 2014 is table stakes in 2017," said Kendra Thompson, head of Accenture’s global wealth management practice.

Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.

Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.

Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.

Married couples should account for the impact of death on the surviving spouse, and factor in the hefty cost of health care.

Older Americans would be subject to an "age tax" under the Senate legislation designed to revamp the Affordable Care Act, says an expert with the AARP.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.

While most of the wealth management industry migrates to the higher net worth clients, CUNA sticks with its credit union base. In fact, it’s looking to expand its footprint.

Financial planners need to recognize that next gen clients are consumers first, investors second.

While the markets soar, the high-net-worth crowd looks to Washington and is not pleased with what it sees.

The bank sees the greatest growth coming from its own customer base, particularly the emerging affluent.

Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.

Here’s one reason why beneficiaries should consider setting up a life estate.

10 planning strategies from analysts and experts.

More people are planning to wait to file for benefits, but just 25% are even aware of their full retirement age.

The next generation "is the economy," a top TD Ameritrade exec says at the annual IMCA conference.

Digit's decision to charge a monthly fee speaks to the challenge of making fintech profitable.