Paola Peralta

Medical expenses for retired clients may be more predictable than expected, experts say.

Wells Fargo welcomed 22 active duty members to its corporate office as part of a corporate fellowship program.

Retirees 70 and older this year are advised to take their RMDs from 401(k) and IRA accounts as early as possible to avoid a penalty.

Seniors are advised to find new challenges in retirement, in part, to “lessen the nostalgia” for their former careers.

“If done correctly, dividend-yielding stocks are the gifts that keep on giving,” an expert says.

They “need to be thinking about guaranteed income streams” because there’s “not a lot of time for recovery,” an expert writes.

Dynasty launched a pop-up store to "cut the stress out and alleviate the headache" for advisors.

In some cases, clients are advised to pay off their debt instead of putting money aside to retire.

Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.

Major repairs are needed to ensure Social Security’s long-term stability, according to an expert.

The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.

Sixty-six SEC whistleblowers were awarded $387 million for a “job well done,” according to the commission's whistleblower attorney Stephen Kohn.

The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.

Advisors keep fleeing the wirehouses but given a fair deal, established RIAs make a good landing pad, observers say.

Researchers blame the immaturity of the system and poor choices made by those planning to retire.

The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.

Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.

Two of the new hires have more than 20 years of industry experience each.

The large number of closures in equities and “other” categories could not be offset by new additions, Index Industry Association research shows.

Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.