Reputable robo-advisors are registered with the SEC or equivalent regulatory bodies in their respective countries. This means ...

For more comprehensive help with your finances, not just investing, you can hire an advice-only financial planner, or AOP. An ...

We continue to expect a weaker U.S. dollar and remain overweight commodities, including exposure to gold as a hedge against ...

Mr. Shah is taking his leave. After a little more than two years, Jay Shah is stepping down from his CEO position at the $308 billion mega-RIA Edelman Financial Engines. Shah will remain with the ...

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Within the financial advisory industry, there's plenty of debate about whether the fee-only model is always best for clients. That's a separate question from adhering to the fiduciary ...

It makes sense: AI is (currently) free, and a financial adviser is (often) not. Plus, ChatGPT isn't shackled to a set work ...

AI is changing how we plan for retirement — from portfolio optimization to risk management — while still requiring human ...

More and more families are entrusting independent advisors to manage their assets. But how does one choose between countless ...

A separately managed account (SMA) or a robo-advisor can help you manage your investments. Find out how they work and which ...

Robo.ai shares were 29% higher, at $2.49, after Burkhan Capital made a $300 million strategic investment in the company. The transaction is expected to close within the next 30 calendar days, subject ...