Millennials

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

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

Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

The tech giant's data division rolls out new apps for clients — and links to Alexa.

There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

About 40% of clients will be Gen X-ers and millennials in five years — and the industry is facing a succession problem. Kate Healy, managing director of GenNext at TD Ameritrade Institutional, discusses how RIAs can prepare for the future.

The no-nonsense CEO fields rapid-fire questions on everything from Amazon's interest in financial services to how the SEC is handling the fiduciary rule

The fresh funding demonstrates the support behind the concept of simple apps that help consumers save and invest.