Elijah Nicholson-Messmer

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.

A clear division is emerging between smaller independent RIAs and their larger billion-dollar competitors, as some firms aggressively pursue a "one-stop shop" model for their clientele.

New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans.

After a steep decline last quarter, Citi's wealth division rebounded in the third quarter with a record level of net new investment assets.

Wealth management firms are rapidly adopting artificial intelligence to grow their businesses and reduce time spent on administrative work. Amid the AI boom, firms say education has become their top priority.

Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future.

Rising costs and competing financial priorities are making it harder for younger workers to save for retirement. Goldman Sachs highlights six strategies to help clients get on track without simply "saving more."

Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term.

A government shutdown disrupts federal agencies and markets. Here's what advisors need to know to guide clients through the uncertainty.

Even with the money to retire early, FIRE clients often face unexpected challenges. Advisors say mindset — more than finances — is often the real hurdle.

At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one significant challenge stands out.

New Fidelity research shows a surge in plan sponsors offering financial wellness programs that could overlap with traditional advisor services, raising questions about future roles.

New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.

Older and younger Gen X clients have very different needs, goals and outlooks. Advisors who treat them as one group risk missing the mark.

As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.

A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.

Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree.

After struggling to find work as a transient Army spouse, Monique Street built a career helping military families with their finances, taking their causes to lawmakers across the country.

Ten financial advisors are offering fresh ideas, making bold career moves and creating deep ties to their communities. Discover how they earned their spot in this year's cohort.

With retirement pressures mounting, Gen Xers and baby boomers are increasing IRA contributions in a bid to catch up, according to a new Fidelity study.