by
Karen DeMasters
Continuing education will be a key to planners' success, according to a survey of more than 4,000 planners.
by
Tracey Longo
A university study found women are more likely to ride out a declining market.
by
Jennifer Lea Reed
More money doesn't hurt, but health and relationships with peers matter just as much to retirees.
by
Tracey Longo
Retirement savers who work with advisors were more satisfied with their savings, Dalbar found.
by
Jennifer Lea Reed
Plummeting Treasury yields require a rethinking of retirement income and withdrawal strategies, a panel of experts said.
by
Karen DeMasters
The strategy uses Roth IRAs to maximize tax savings on mandatory withdrawals and Social Security payments.
by
David Sterman
As clients ponder early retirement and face job losses, advisors have never been more important.
by
Evan Simonoff
Buying a retirement future isn't going to be cheap.
by
Steve Gresham
There's an ongoing disconnect between what clients want and what advisors want to provide.
by
Robert Laura
When people retire, both their good and bad decisions can have a domino effect.
by
Evan Simonoff
Clients can now review advisors online for all to see. The feedback might be valuable.
by
Karen DeMasters
Advisor Paula Mogan explains why remarriage can be an important step in the financial lives of women.
by
Allison Schrager
As people live longer, many will need long-term care. The pandemic showed the current system falls woefully short.
by
Patrick Geddes
Even an AUM fee or retainer model may signal to clients certain abilities to predict the future.
by
Kelly Straub
The extra effort made to solidify a relationship with both spouses can greatly impact overall success.
by FA Staff
WalletHub graded these locations as the worst for retirees for affordability and quality of life.
by
Suzanne Woolley
Even U.S. adults with more than $1 million expect to work longer than they'd hoped, a new survey says.
by FA Staff
WalletHub says these cities offer the best mix of affordability, quality of life and healthcare.
by
David Conti
Next Chapter seeks ideas to help the industry better integrate existing systems with emerging wealthtech innovations.
by
Tracey Longo
Small businesses would be required to offer a workplace retirement savings plan under the proposals.
