Investment strategies

Long-term financial health depends much more on persistence than on being brilliant. Here's how to convince the recalcitrant.

Long-term care brings hefty costs not fully covered by Medicare, so clients should consider living-benefits products, asset-based long-term care coverage or an annuity.

Guide clients toward equity index funds for diversification, lower costs and tax efficiency.

Guide clients toward equity index funds for diversification, lower costs and tax efficiency.

Corporate Insight opened accounts at the top 13 platforms to perform a behind-the-scenes examination of how they operate and handle clients.

Large financial institutions will be challenged to keep up and stay focused on the rapidly changing robo advice world.

The latest adviser fintech deal sees Oranj taking majority ownership in rebalancing software firm TradeWarrior.

Taking an agnostic approach, the firm seeks international opportunities. Plus; other launches.

The digital advice firm said lowering minimums to $25,000 was a temporary move.

The new move amounts to an estimate of $7 million cumulative savings. Plus; other launches.

The new move amounts to an estimate of $7 million cumulative savings. Plus; other launches.

CEO Jon Stein bemoaned the rule's 60-day delay and mulled what would happen if it was repealed entirely.

Alibaba's founder backs digital advice for China, where e-commerce giants already sell mutual funds.

Using history as a guide, these stocks have outperformed when the Fed starts raising rates from a low base, an MSCI study says.

Access to banking information ensures advisors can perform holistic planning, fintech firms say.

Betterment's co-founder announces he is stepping down, while Wealthfront's ex-CEO joins the board at Acorns.

Increased longevity will challenge the performance and use of products, said Sri Reddy, head of full service investments at Prudential Retirement.

The S&P 500 has limited potential for returns over the next couple of years, in contrast to European equities, which are trading at a discount to their U.S. counterparts.

The wirehouse outlines its competitive digital offer, but it's a defensive play, analysts suggest.