Investment strategies

Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.

One of the major aims of asset allocation is to craft a portfolio with ingredients that don’t all behave in exactly the same way to protect against all assets heading south at the same time. But, of course, that downside protection can be a double-edged sword.

Advisers will create strategies and communicate the advice. Software will handle the execution and maintenance of the strategies.

Liquidations and delistings reached 98 in 2016, an all-time high.

The expansion of hybrid platforms and bank digital advice promises big changes and fierce competition in automated wealth management.

Women need help in investing, and new niche robo advisers are providing a means to achieving financial confidence.

A new hybrid robo from Schwab touches off debate about the level of advice delivered by phone and changes in the profession brought by digitization.

Advisers using the custodian's institutional robo platform say they have found ways to make it benefit their practice and helped them rethink the services they offer.

Advisers aren't being eliminated. But they should understand the trends transforming the industry.

Although retirement investors lose from the decline in bonds' value, they stand to gain from the rising payouts from 10-year Treasury bonds.

Some advisers expressed concern about the custodian now competing for the same clients they were courting with the institutional version of Schwab's robo.

Though popular, the low cost model in digital advice is unsustainable, analysts maintain.

Learn the key characteristics for the type of investors that find robo advice appealing.

Advisers and experts offer insights about the changes and issues the industry will face next year.

Earnings are below their peak, major technology companies don’t pay and banks are still lagging.

Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.

The broker-dealer's digital offering will be priced "on the lower end of the spectrum," according to top company executives.

Blucora's deal with Legg Mason's Financial Guard shows a way for robo advice providers to stand out in a crowded market.

To manage risk in the equity markets, advisers should pitch a V-shaped bond tent.

"People want to chase gains," an adviser says of clients.