InvestmentNews is on the lookout for the industry’s top talent to be named Top Advisors in 2026. Nominees will be assessed ...

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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Financial planning with an advisor supported by GROW with Singlife's investment platforms vs a "robo advisor", for long-term ...

Personalization in managed QDIA accounts may harm defaulted participants, and PTDAs offer better risk management. See more ...

You could attempt to pick the individual stocks that are likely to be the biggest winners. Another approach, though, is to ...

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 ...

If you have just come across the terminology of robo investing, you should know that this is essentially a digital investment management service that leverages algorithms to build and successfully ...

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 ...