Investment strategies

A younger adviser sees the benefits in working side-by-side with technology.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

Their low or no upfront costs can bite down hard on an adviser’s future profits.

Buy them "for what they will do, not for what they might do."

Diversification is a key word in the financial lexicon. But it is neither well-defined nor desirable in and of itself. What investors really need is efficiency.

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.

Hedgeable plans to offer P2P lending investments, claiming it will be the first digital wealth manager to do so.

Custodian entering crowded field; minimum initial balance will be $5,000.

No financial solution can gain momentum without the collaboration of technology and human capital. But robos are only one small part of this equation.

Adviser gender ratios are reversed in this sector, for better or worse.

The funds often benefit from a low-cost halo, but they don't all deserve to bask in that glow.

Guggenheim Chief Investment Officer Scott Minerd says U.S. stocks may rally as much as 15% in the rest of the year.

"We are not going to have a separate robo adviser that would disintermediate our existing advisers," says CEO Paul Reilly.

Several big banks are getting into the business, mostly by forming partnerships with fintech companies. Smaller banks are expected to soon follow suit.

These funds are by definition heavily volatile, but if you were well-timed you might be deep in the money. For those who’ve played the sector for a few years, the pain runs deep.

With markets struggling to forecast the outcome and Donald Trump's erratic moves, planners are worried about how the new government will impact their business.

As the industry endures market volatility and the onslaught of federal regulations, the search for cost reductions has become vital.

The digital platform added $1.6 billion from the first quarter.

Over $14 billion flowed into the low-risk ETF category in the first half of 2016.