Elijah Nicholson-Messmer

Rising Part B costs will absorb much of Social Security's 2026 cost-of-living adjustment — leaving less room in retirees' budgets.

With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and spark action.

Generation Z is favoring Roth accounts like no generation before, new Fidelity research shows. Here's why younger investors are betting on post-tax retirement savings.

Glide paths may not deliver the highest returns, but experts say they account for behavioral limits that other strategies overlook.

After years of strong market returns, concern over stretched equity valuations is rising. Could a long-overlooked options strategy be the right tool for the moment?

A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only planning. But not all advisors are sold.

A similar measure stalled years ago, but some advisors say the current bill has more momentum among lawmakers.

Americans tend to be overly pessimistic about their own life expectancy — a fact with major implications for retirement planning. But new research shows that certain interventions can help.

Edward Jones added $17B in net new assets despite a sharp slowdown in new client households, reflecting a focus on high net worth clients and specialized services.

In a filing with the SEC, Edward Jones announced plans to expand associate ownership by creating a new class of limited partners and a two-tier structure.

The share of test takers who pass the CFP Board's exam has risen significantly in recent years, but experts are divided on what's behind the change.

Middle-class Americans say paying off debt is their top financial priority. Financial advisors say a fixation on paying down debt can hurt in the long run.

Across more than two years of advisor surveys, industry worries have evolved dramatically. Yet certain themes continue to capture attention.

A Financial Planning survey of 250 advisors reveals the top AI features they're still waiting for — from workflow automation to compliance support.

Unpopular compensation changes at UBS continue to drive advisor attrition, costing the firm billions in client assets. But despite the outflows, executives say the new policy is helping improve UBS' profits.

Public-sector pensions are shifting more risk onto employees through hybrid designs, variable contributions and COLA changes, transforming retirement planning for millions.

The Social Security Administration announced its cost-of-living adjustment for beneficiaries — a figure advocates say fails to address the reality for most seniors.

Millions of small 401(k) balances end up in safe harbor IRAs, where fees and low returns erode growth. But advisors can help reclaim lost savings.

Despite a slowdown in advisor recruitment from the first half of the year, Stifel managed to achieve record revenue for the third quarter.

More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.