Investment strategies

Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.

Rapidly shifting economic conditions, a new tax law and fee pressure are among the challenges in the year ahead.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.

The firm is leveling the playing field on fees for a fair fight between stock pickers and smart beta bots.

Data reported by the Investment Company Institute.

“For progress, we need to make people just the right amount of uncomfortable," says Erika Karp of Cornerstone Capital Group.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many people will get even less. The question is: how much less?

Let’s face it, portfolio management will never be free.

RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.

The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.

Riding a wave of funding, smaller fintechs are looking to grab larger influxes of cash.

The research found that claimants were not told they could take widow or widower's benefits while delaying their own retirement benefits, which would allow those checks to increase.

While investors have been won over by the promise of better returns than plain-vanilla funds, issuers can justify charging more for the additional complexity.

A survey found that 27% of parents who cosigned for their children's college education end up paying off the debt with their retirement savings.

Commodities, which boomed before the crash, weighed heavily on returns the past 10 years.

Investing in certain uptrends may pay off for clients.

The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.

The firm is the latest to adopt new technologies into the client-advisor relationship.

The largest independent digital advice platforms profited significantly from a strong M&A market last year.