Investment strategies

As robo advice expands into other services, such as debt management, the stakes rise to become a hub for a client's entire paycheck and financial life.

Firms should update their online and mobile applications — bigger font sizes, perhaps — to ensure their offerings are accessible to older customers.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

The service gives clients 100 free trades in the first year, free equity research and the ability to earn unlimited free trading.

These expense ratios were closer to the average fund fee in 1996.

Feeding a constant flow of launches are predictions that digital-first advice firms will manage over $4 trillion in the next two years.

There are five niches that will be its future.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

UBS wades into relative-value strategies with short-term structured notes