Investments

Do planners offer enough value to keep tech companies and automated advice at bay?

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

Before picking a tech vendor for your firm, you might want to have a chat with Carson Group President Teri Shepherd, who speaks with the benefit of hard-earned experience.

Challenges abound even without the issues posed by inconsistent global definitions.

The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.

Macro products that trade everything from euros to oil have struggled amid soaring stock valuations and ultra-low interest rates.

After a recent policy switch, many clients at the wirehouse can no longer use balances from their deposit accounts to purchase shares in these funds.

Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.

Risky assets outside the U.S. are seeing fresh flows as a potential trade deal with China buoys expectations for global growth.

The discount brokerage sees the move as a way to attract younger, less affluent investors.

Self-directed brokerage accounts at the firm hold about 20% of their portfolios in cash.

“The market is actually using proxies for understanding ESG data,” says BlackRock’s global head of sustainable investing.

“If done correctly, dividend-yielding stocks are the gifts that keep on giving,” an expert says.

Banks are hoping strategies like technology-enabled portfolio trading will help them grab a bigger slice of the shrinking fixed-income pie.

The fact that it’s impossible to track the amount of revenue sharing kickbacks demonstrates the problem, says the research firm’s lead policy wonk.