Advisors: How to Outsmart the Smartphone

The shorthand message to registered investment advisors at the Technology Tools for Today (T3) conference in chilly Fort Lauderdale this week: Don't end up as a Yellow Cab in an Uber world.

Wells Fargo’s New Annuity Wagon

Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.

What’s Holding Back the World Economy?

Neither monetary policy nor the financial sector is doing what it’s supposed to do. The flood of liquidity has gone toward creating financial wealth and inflating asset bubbles, rather than strengthening the real economy, write our guest columnists.

The Prodigal Daughter (and the Annuity)

An elderly woman's remaining wealth was being eroded by a feckless daughter and granddaughter. Could an advisor solve a family mess with an annuity?