Paul Menchaca

A recent study indicates the housing crisis has worsened an already-precarious financial condition.

New report by Allianz says U.S. pension market is expected to see slower growth.

Premier is a Las Vegas-based wealth management firm.

Schwab survey finds that the majority of boomers aren’t planning to delay retirement.

Dramatic decrease comes as advisors fret about lack of job growth.

Government’s effort to boost retirement savings could overburden small employers.

Consumer staples lead the push on the Russell 2000 Index.

In a letter to the SEC, investment management firm says it does support enhanced disclosure.

As baby boomers transition from the accumulation to distribution phase of their financial lives, many RIAs find themselves engaged in a strategic planning process as they decide how to reshape their business models to serve clients in this new stage. For many financial planners, it remains a work in progress.

Initiative is first stage in the organization’s Lifelong Financial Strategies drive.

But loans and hardship withdrawals are also on the rise.

Sector has seen net capital withdrawals in seven of the last eight quarters.

Maybe the bad reputation boomers have as a generation of spendthrifts is unfair.

"Hard Wired" program is designed to help advisors understand client behavior, construct portfolios and build their firms.

New survey finds baby boomers are willing to spend less now in order to live the “good life” in retirement.

Fidelity says ongoing market volatility has led to increased need for advice.

Acquisition is latest step in growth strategy for Pennsylvania firm.

If advisors are looking to build their firms, they could do well to target younger boomers.

Analysts assess the economy’s ongoing struggles. Commentary from TrimTabs, Charles Schwab & Co., JPMorgan Funds and Asset Dedication

Eleven-year veteran with the company begins new appointment immediately.