Investment strategies

Reflecting industry concern with Department of Labor rule requirements, the firm dubbed the platform as a "One-Click Fiduciary."

The new product tracks the smart beta index designed by Robert Shiller and Barclays.

Advisers report that the president's policies (and tweets) are affecting fund allocation requests.

Some firms reserve comment on the president's order, despite public support for the fiduciary rule in the past.

A revealing look at how a multi-asset grouping performs during periods of low and high inflation.

Digital advice firms will continue to market themselves as white knights in the financial services industry, observers say.

Historically, the average has performed better when NFC teams have won over the past 50 years.

The firm says its trading commission will be lower than even Vanguard's.

Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.

The firm's latest offering provides access to international equity markets. Plus: Other launches.

Leaders in domestic stock, international stock, fixed income, and allocation and alternatives funds are recognized for standout performance.

Firms seeking to adapt need to keep these four points in mind.

Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

The robo adviser says a new free service for clients is attracting interest beyond Silicon Valley.

Matrix Wealth Partners, partly owned by Fuld, will complement Matrix Advisors, a consulting firm that Fuld set up after Lehman's 2008 bankruptcy.

Even among the wealthy, a growing number of clients want more digital engagement, says CEO James Gorman.

Planners act on expectations of pro-business, anti-trade initiatives by the incoming administration.

Nearly half of U.S. clients would switch to tech giants for advisory services, according to a new study.