Technology

Save that bonus. As many people make their New Year’s resolutions going into 2016, getting in financial shape is a popular one. So NerdWallet turned to the chief executives at some of the most prominent robo-advisors to get their best ide...

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...

  LIvin' la vida Cuba. | Copyright Chip Somodevilla, Getty Images You don't have to look that hard to realize that markets are anything but efficient. But contrary to what some believe, they can stay inefficient for a long time. Case in...

Pot is big business. | Copyright Ron Wurzer, Getty Images Put this in your pipeline: Bank of America Merrill Lynch sees massive investment potential in weed. In an in-depth and pun-filled research report, the firm estimated that medical ma...

Eric Clarke, CEO of Orion Advisor Services, hopes a new app on Orion Connect will make it easier for advisors to use data to make decisions and implement strategies...

Buyer beware. | Scott Rothstein/iStock/Thinkstock There are emerging risks in the corporate bond market that merit further study, the Financial Industry Regulatory Authority warns. FINRA recently conducted an analysis of Trade Reporting an...

For many advisors and their clients, many core cybersecurity issues still revolve around identity theft. But there are some low-tech solutions advisors can put in place to make it much harder for thieves to get sensitive information...

Investors prefer robo advisors that have some kind of human element, a new study found...