Lee Conrad

The bank, which has a focus on millennial investors, cited Cetera’s technology tools as a particular attraction.

Clients should not assume that Medicare will cover all their medical expenses, or that they'll see a decrease in their expenses after they retire.

Most retirees said they adapted to their situation of having limited retirement income and they have had few regrets, according to a survey.

The Equifax hack has prompted the Trump administration to look at ways to establish a safer technology to replace the existing Social Security number.

Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?

Investing is far from simple once all the relevant aspects are considered – such as distribution and taxes. Advisor and retirement coach Holly Kylen discusses how advisors can educate and simplify the complex.

When the markets post 10% returns, everyone feels great. So why do investors only glean a small portion of those gains?

Nearly two-thirds of future and recent retirees are worried there will be cuts to the program under the Trump administration. And an even greater percentage think that it needs to change.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

These investments offered better returns than the broader fixed-income world in recent years, but the risk/reward equation leans heavier on risk.

Roughly 15% of government workers are eligible to retire, but for most government jobs there is no mandatory retirement age.

Saving too much for retirement could force clients to take loans or make withdrawals that would carry taxes and penalties.

One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

All posted positive returns over five years, but active saw the largest outflows.

With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?

Once advisors have this conversation with clients, it can turn into a powerful referral source, says Rob Kron, head of investment and retirement education at BlackRock.

These funds have the smallest beta scores, either positive or negative, indicating the least variability from market returns.

Banks need to re-assign some of their wealth management clients, says Arthur Osman, executive VP, institution services at LPL. This can lower costs, help develop new talent and with the right touch, clients won’t feel disconnected from the bank, he says.