Investments

Digital-first firms are applying artificial intelligence and machine learning in ways not seen in the financial planning software currently available to planners.

"I'm not right for you," along with other surprising things I tell clients.

Working longer can be a great decision, as it will allow seniors to keep themselves healthy as well as allow them to delay filing for Social Security benefits.

There are many more options for advisors who seek gender-equality based investments for clients, says planner Luisamarie Ruiz Carlile.

The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.

How technology could continue to disrupt financial planning.

The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.

A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.

Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.

The Treasury is expected to sell a combined $99 billion of fixed-rate notes this week, in some of its largest offerings since 2010.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

A “broad blended skill set" is part of what Voya Investment Management CEO Christine Hurtsellers says helped her become a better leader.

Filing for Social Security can be a wrong move if seniors are still employed and earning a wage income.

This move shows how large asset managers have taken note of certain trends.

Co-chiefs of the SEC’s Division of Enforcement tout a program aimed at repaying investors for excessive mutual fund fees as a new approach to curbing industry abuses.

One thing that excites Dana D’Auria about the industry right now is factor investing, which helped draw her to Symmetry Partners 12 years ago.

Banks such as UBS aim to offer money managers refuge from jittery markets by combining bonds with more exotic options.

Buffett can put cash to better use than paying dividends. But the majority of CEOs lack his skill so investors and their advisors should be happy when corporate boards pay shareholder dividends.

The number of clients owning taxable brokerage accounts has increased 10 percentage points over the past five years, while ownership of employer-sponsored plans remained unchanged.

Annuity products will be on the tech giant's platform by year end.