Practice

Workers and employers would benefit from a phased retirement, but only one in four workers aged 55 and older have such an option; Plus, clients should avoid being dogmatic about withdrawals.

Analyze existing information to avoid sending a “please tell your friends about me” email.

An idea from an unexpected source –Rolls Royce–could make it easy for clients to help you.

Pooled employer plans and auto-enrollment gain Senate support, but advisors working with those plans could soon be held to a higher fiduciary standard.

Telling clients what it means to be a fiduciary is vital, but it shouldn’t come across canned and wordy.

A somewhat darker tone could be observed emitting from the ETF.com conference this year.

Some advisors with less than five years in practice have achieved remarkable results. Here are some of their secrets.

The benefits debate is part of a concerted effort to show that Social Security is too expensive and needs to be cut, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

The proposal landed at the White House's Office of Budget and Management yesterday for one last review.

Research shows there are more payoffs to transparency than just meeting stringent compliance and regulatory demands.