Investment strategies

Automated advice can provide efficiency, but it is not going to be for every adviser, says LPL's chief information officer, Victor Fetter.

Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.

Even as markets regain footing after vote turmoil, there is still a “dark cloud” that advisers must be ready to discuss, says Greg Valliere, chief strategist for Horizon Investments.

It’s time for professional planners, as opposed to sales agents, to define themselves accurately in the public mind. To do it, you need to use key words and phrases with crystal clarity.

Post-Brexit, many clients may want to sell, but others could see the volatility as a boon.

"This is the new normal -- politics could add more volatility to all financial assets," said Barbara Reinhard, head of asset allocation for multi-asset strategies at Voya Investment Management.

How to navigate questions — and tough answers — around socially responsible investments.

Now is the time to prepare your clients to toughen up (and yourself, too).

The results threw markets into turmoil. Here’s how experts are calming the waters and preparing clients for the months ahead.

U.S. banks operating in the U.K. may have to deal with new sets of financial regulations — a process that will take time and create more uncertainty.

"Risk appetite is going to evaporate in the coming days. How long that risk-off will go remains the question," says William Hobbs, head of investment strategy at the wealth management unit of Barclays in London.

Britain's vote to leave the European Union will almost certainly have repercussions for the Federal Reserve -- and those could play out over days or months.

Reports of the hypothesis’ demise may be greatly exaggerated.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

The bank is rolling out a new digital advice offering that pairs robo technology with financial advisers, most of whom have the CFP designation.

Industry insiders say wealth management is going through its biggest upheaval in decades.

Personal Capital CEO Bill Harris argues financial institutions are more focused on product offerings than clients.

"It was terribly important to us that we were participating and supporting a partnership with a firm that is innovating and has strong backing," said Richard Steinmeier, head of the Wealth Advice Center at UBS.

The year-old automated advice service is revealing some new ways advisers use robos — and it's quelling some big fears.

These options can outperform under the right circumstances