Practice

Retirees are advised to compute how long their savings would last at specific spending rates to know how much wiggle room they have.

How investors' fear of stock market turmoil may be shaping the future of certain ETFs.

Missed compounding opportunities, steep taxes and penalties and the possibility of forced early retirement, that's why.

"If you're a financial services company and you're not thinking of yourself as a financial tech company, then you're probably in a declining business model," says Rob Foregger, co-founder of NextCapital.

Some wirehouse branch managers have made the transition to the independent channel, but doing so takes careful planning, experts say.

Bill McNabb declined to speculate how low fees may go at his firm, which has the majority of its assets in passive funds.

In contentious Senate testimony, White fended off accusations that the regulatory body has dragged its feet. Again, she did not offer a timeline for implementing a fiduciary rule from the SEC.

The new recruits are opening a new office for the independent firm.

Demand for ETFs soars; costs dominate adviser concerns, plus other key trends in portfolio management.

The branch is staffed by 22 advisers, most of whom are recent recruits from Credit Suisse.