Michael Kane, the co-founder and “master sensei” of digital investing firm Hedgeable, thinks 2016 will be the year that the robo advisor term is finally retired. “As platforms become more robust and the product set more diversified, pigeonhol...
The future is now. | Ingram Publishing/Thinkstock
Folio Institutional, a financial technology provider, published a list of top trends in 2016 that will affect the wealth management industry. The company, of course, thinks the impact techn...
They all deserve a comfortable retirement. | Copyright Win McNamee, Getty Images
The military retirement system is on the verge of a major overhaul significantly increasing the number of veterans eligible for a federal pension, Fox Busines...
Stream on. | Copyright Getty Images Latam, Getty Images
Look no further than online media (social and streaming) and the airline industry for the best performing stocks of 2015, according to GoBankingRates.com. Amazon, Netflix and Facebook...
Focus. | Copyright Mark Wilson, Getty Images
What would advisors do with an extra dollar? Most would put it towards growth opportunities, according to the 2015 Scottrade Advisor Services Study. This was the top answer among advisors of all...
It's not for everyone. | Copyright Sean Gallup, Getty Images
Yes, there is a shortfall in retirement savings, but a recent Blackrock investor poll suggests many aren't aware of it. More than seven in ten investors expect to be able to trav...
The target demographic. | Copyright Cindy Ord, Getty Images
Credit Suisse appears to be exploring the possibility of creating an invitation-only social network for high-net-worth individuals, presumably with the intention of appealing to h...
Don't worry, it doesn't need to be signed by mom.
Your clients have a new tool to check up on you. On GradeMyAdvisor.com, investors create a free profile and enter their investment portfolio and their advisor. The information is secure, t...
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There’s been a great deal of excitement in the past year over the legalization of same-sex marriage nationwide. But there are still a number of places where same-sex couples are barred from marrying without the invo...
