Asset allocation software applications can help smooth the task of figuring what mix of investments will meet your clients' stated goals. Keep in mind that there are no real standards when it comes to ...

THE APPROPRIATE APP Software is a big help not only in creating a financial plan for a client, but in doing the research and analysis. We tested a half-dozen financial-planning tools that perform ...

Robo-advisers are all the rage. A robo-adviser is software – usually a website or an app on a mobile device – that provides financial advice or performs portfolio management online with minimal human ...

For some financial advisors, identifying a client's risk tolerance can be a highly subjective and often inaccurate process. Even more confusing is the linkage between a derived risk tolerance level ...

Asset allocation accounts for 88% of your investment experience, according to Vanguard research. That means if you have a diversified portfolio, your investment returns will be nearly identical to ...