Investments

It is not the fiduciary rule or whether robo technology is friend or foe.

It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

What the next generation of tech innovation means for planners.

Many millennials find it difficult to think beyond their student debt, which averages $32,731 with an average monthly payment of $393, according to the Federal Reserve.

Don’t be afraid to fuse this technology with the human side of the practice.

Collaboration and acquisition between incumbents and start-ups is poised to increase.

Banks' online advice platforms are just the face of a deeper effort to restructure client data and adapt to a digital era.

All-in-one marketing tools are trending — but there are pluses and minuses to every platform.

Record-high stocks, growing geopolitical risk. Is our current market becoming eerily similar to 1972?

The firm aims to use the technology to reduce both manual tasks and risk.

Advisors should not overlook client savings accounts as idle funds.

Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.

More than 15 similar products have been proposed since 2013. Some applications were withdrawn. Others are in purgatory.

To get in on hot IPOs, a client delivered cash payments to the broker at bars and restaurants, the regulator alleges.

Tired of doing this manually, many turn to solutions that combine the two in one platform.

The widow argued that her advisor failed to confer with her about the investment strategy he and her late husband developed prior to her husband's sudden death.

Bets on a bullion rally decline as interest shifts to cryptocurrencies.

The revised GOP tax bill lets investors keep the flexibility to sell whichever shares they want.

If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.