Most advisers are assessing electronic security, but approaches and frequency vary widely.
The Boston fund giant will acquire eMoney Advisor, a top financial-planning software manufacturer, in a move that could resonate as one of its most potent adviser-technology deals to date.
How many rules does Social Security have? Try 2,800-plus
More than half of U.S. households don't have enough saved for retirement, Center for American Progress finds.
Use social media to ensure you're tapping your network to its fullest potential this year
College planning would change under president's reforms to education tax code.
The hottest topics to keep tabs on in the independent broker-dealer space
Medical device firm accused of Medicare fraud; lawyer denies charges, says complying with federal probe.
Keel Point partners with BlueCreek Investment Partners to form $1.5 billion firm, aiming for $5 billion.
These are the bets that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.
Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.
Custodians and rollups are in a mad dash to develop automated ways for advisers to make serving younger or less-wealthy clients profitable.
From the advisory business model to crowdfunding to elder financial abuse, discussions taking place despite congressional gridlock
Reverse-engineer your new asset goal to make it feel reachable, attainable, and achievable.
<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.
2015 is shaping up to be a better year for active equity management.
Advertising in the Super Bowl doesn't mean a company is a good investment, as generally there's been no connection between an advertiser shelling out millions for a 30-second commercial and the company's stock price.
The markets giveth, and keep on giving
In Friday's <i>Breakfast with Benjamin</i>, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.
Popular category for yield-starved investors posts first quarterly decline in two years.
