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...

Don't piss off millennials. | Nastco/iStock/Thinkstock A 24-year-old client with $3,000 in an IRA account recently wrote in to Slate, “My financial advisor is a total sketchball!! What do I do?” After not hearing from the advisor for a mon...

In today’s M&A-rich environment, many advisory firms are looking to get in on the action. But most would-be buyers and sellers come up empty because of unreasonable expectations...

Moving into the high-net-worth space is not the easiest way for a mass-affluent advisor to grow.    

Many so-called experts have given their 2016 predictions: “Brace yourself for volatility,” “Be prepared for a downturn,” and so on. All are focused on the short term. Financial gurus such as Larry Fink and Warren Buffett...