Technology

#lifegoals. | Copyright Garry Hogg, Getty Images ...

It's so hard to say goodbye. | Copyright Joe Raedle, Getty Images ...

Over the past five years, robo advisors figured out something the rest of the wealth management industry did not – accessibility and convenience are paramount for investors. The business of being an advisor today is just as much about being...

Retirement plan keepers embracing the fiduciary rule. | Copyright Alex Wong, Getty Images Many advisors not currently operating under a fiduciary standard were unhappy when the Department of Labor finalized its conflict of interest rule in Apr...

The Revised Uniform Fiduciary Access to Digital Assets Act raises many questions.

Before the internet, smartphones, and the social media worlds of Facebook, Twitter and LinkedIn, the world of advising was a much different place. Product pitching, uncompromising work ethic, hard sales and then even harder sales served as the...

Be honest and up front. | Copyright Justin Sullivan, Getty Images Most high net worth and ultra high net worth investors have grown up or worked in the digital age, says a new survey from FactSet and Scorpio Partnership, and that means several...

Transformative. | Copyright Oil Scarff, Getty ImagesThat's what wealth looks like. | Copyright Chung Sung-Jun, Getty ImagesIt shouldn't be a catastrophe. | Copyright Christopher Furlong, Getty Images ARK Investment Management has launched the fi...

(Bloomberg) -- It's "the first Apple Watch app for retirement planning." That's how Empower Retirement, the financial services company that administers 401(k) savings plans for more than 8.1 million participants in the U.S...