For human advisors, the robo-advising move into mainstream means that they will have to work harder to prove their value to current and potential clients.

Just follow the smell of money. | Jorge Jimenez/iStock/Thinkstock Connecticut has the highest number of individuals making over $1 million in income, accounting for 0.63 percent of the state’s tax-paying population, according to a recent study...

Referral alliances with CPAs, attorneys or other professionals are one of the top ways affluent investors are introduced to their financial advisor, according to the Oechsli Institute’s 2015 Affluent Investor Research. So how do elite...

A mini Ric Edelman? | Copyright Oli Scarff, Getty Images Ric Edelman’s “exponential technology” strategy for investment management is now a BlackRock ETF.  The new iShares Exponential Technologies ETF (nysearca:XT) began with the Edelman Finan...

The next time someone tells you his or her firm has a special culture, speak to the advisors and look carefully at their results.

The key to creating a thriving culture is to clearly identify, and then instill, the philosophies that define your firm.

Dear Abby...

The E.F. Hutton name is back, again...

Creating a lasting and impressive digital experience for investors means more than showing up in search results with a shiny new website