A deficit of transparency and liquidity often leads to high costs and low returns.
Personal Capital, the hybrid robo-adviser with $1.5 billion in assets under management, is seeking a buyer and is in its fifth funding round, according to private equity website peHUB.
Building family unity correlates directly to maintaining family wealth — and communication about money should start early.
Advisers may consider several retirement planning options with clients that do not create unnecessarily high Medicare surcharges.
Firms need to have proper supervision over their advisers' text messaging activities as regulators pay closer attention to compliance infractions.
In the age of ascendant ETFs, some have written off mutual funds as irrelevant, but advisers need to know the nuances of each type of fund
Making the case for alternatives is less about the absolute returns they can deliver, but their potential over full market cycles.
By helping clients learn to tune out the noise that doesn't matter, you're helping them reduce their anxiety
<i>Breakfast with Benjamin</i>: The price freefall is getting uglier, and OPEC isn't the only culprit. Don't overlook the U.S. impact.
History teaches us that politically extreme views can spook investors and trigger uncertainty in financial markets.
Republican presidential contender Donald Trump could become a major cause of volatility in financial markets throughout the first half of 2016. His rhetoric favoring protectionist economic policies is bad news for investors.
For every dollar that men take home, women earn 21¢ less. Here's what that means for women's student loan debts.
Massachusetts regulator looking at whether financial institutions violated any laws.
Art Haws of HawsGoodwin Financial says advisers must consider cost, integration and marketing the new automated platform separately from the main financial planning operation.
Although delaying retirement helps financial readiness, it can't be a safety net for everyone.
Income-related premium hikes for 2016 confuse retirees.
Beneficiaries who can't avoid an increase can still find ways to manage through the hike.
The Vermont senator proposed lifting the cap on taxable income for the program.
Pitt, Cox and Schapiro agree that putting client interests first should be a priority.
In a proposal for financial reform released by her presidential campaign Thursday, the former secretary of state implicitly endorsed the Labor Department's proposal to increase standards for retirement advice.
