Editorial Staff

Sept. 11: Managers have been told to prepare for spending more on research and trading services they get from banks.

Advisors can protect their clients' retirement savings by allocating their assets across equities, fixed income and cash.

Between taxes and penalties on early withdrawals, many clients will only be getting 65 cents for every dollar they take out.

More than half of retirees said they were not at all interested in longevity insurance, according to a recent survey. Surprised? Take a look at some of the other results.

Each pre-retiree couple is in a unique circumstance, and needs to account for their health and longevity, as well as their willingness and ability to work.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

Data reported by the Investment Company Institute.

Sept. 4: As managers acquaint themselves with the AI and automation industries, one firm has been deeply invested in the burgeoning field.

Retirement plan advocates are urging the federal government to allow Hurricane Harvey victims to withdraw from their 401(k), IRA and other retirement accounts without facing any penalty.

Clients should consider postponing their retirement, especially if they work for the federal government.