Elijah Nicholson-Messmer

Over half of America's workforce lacks access to retirement plans like 401(k)s. A new bill aims to change that.

The time has come! Here's how you can nominate a colleague — or yourself — for Financial Planning's Rising Star awards.

Citi's wealth division saw a nearly five-fold increase in new investment assets in the first quarter. CEO Jane Fraser said the firm has "real horsepower and firepower in our investment capabilities."

A 90-day pause on most reciprocal tariffs sent stocks briefly soaring. Financial advisors say recession and inflation risks still loom large.

Social media offers a pool of potential clients to advisory firms, but most planners struggle to connect with younger audiences.

Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.

Advisors and investors alike have long deferred to the 4% rule when planning for retirement, but new research shows the popular strategy is not as robust as once thought.

As Donald Trump's policies rattle the economy, partisan identities are driving investors toward very different outlooks on the stock market.

American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts.

Age, gender, and race can all play a role in how clients view relationships with their financial advisors, according to new research from the TIAA Institute and MIT AgeLab.

Wage growth for job-hoppers is on the decline, but financial advisors say that might be a good thing for long-term retirement savings.

Call wait times are expected to worsen as staff cuts grow, but financial advisors say there are ways to help clients dealing with the frustrating situation.

Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.

Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.

Financial advisors need to educate themselves on the unique financial issues facing women as they age if they want to better advise their clients, experts say.

As inflation cools, Social Security's annual cost-of-living adjustment is projected to decline in 2026. Seniors say the benefit bump won't be enough.

Rather than a book on his investing philosophy, the longtime advisor offers the lessons that have made him "less stupid" over the years.

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.

High net worth individuals tend to think they can manage investing on their own. Researchers say that's an opportunity for financial advisors.

The sharp reversal of Biden-era policy that capped overpayment recovery at 10% of a person's monthly benefit is expected to recover $7 billion over 10 years.