Investment strategies

Advisers say clients have become much more hesitant about making new investments.

The surprise U.S. election didn't affect robo platforms the way the U.K. vote did earlier this year, but explanations vary.

Experts and advisers weigh in on what to expect and how to discuss the future.

Digital platforms have to overcome two key challenges to ensure they survive, according to the CEO of Orion Advisor Services.

The wide misconception is that digital advice is a self-service offering requiring little effort on the part of the adviser.

The way a client invests has much more impact than they usually realize.

Digital tools can supplement human advisors with ongoing counsel while the latter can also take over when an investor needs reassurance.

Adam Nash will be replaced by Andy Rachleff, who once served as chief executive of the firm, and will now be tasked with leading it during a period of fierce competition.

A look at how clients may be overreacting to fluctuations.

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.

The firm's digital advice service, to be piloted in early 2017, is a bid to give RIAs unprecedented scale.

Six changes planners should make to their business models as investors seek lower fees and digital advice grows.

Here's a strategy that may provide clients with significant cash over time.

Advisers and clients stockpile cash while waiting for better buying opportunities.

The wealth management firm says its digital advice offering is designed for "the sophisticated high-net-worth investor."

Digital advice clients "have affirmatively chosen not to enroll in comprehensive financial planning," according to a newly published white paper.

The firm's move comes after BlackRock intensified the price war in the industry by reducing expenses on 15 of its funds.

Female-focused wealth management platforms can plug into a shift in attitudes and politics, analysts say.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

Automated investing platforms are making it tougher to charge for some financial advice, says Tiburon Strategic Advisors.