Practice

The funded status of the nation’s largest corporate defined benefit plans ended just as it did in 2014, due in large part to a rise in interest rates that were offset by a weak global stock market.

The government's myRA plan isn't enough to fix the retirement system, says an economics professor; Plus, Social Security options for single seniors.

Here's what industry insiders and elite members of the Top 40 Under 40 say it takes to make it to the top.

As a generalist, advisor Jim Marquardt avoids cultivating a niche and reaps referrals in the process.

Chicago-based NextCapital announced a $16 million funding deal in mid-December that includes support from Manulife and AllianceBernstein. It had already found investors in 2014 from Russell Investments and Transamerica Ventures Fund.

The robo "threat" may work itself out, says one expert, but that could take a long time. Plus, it's not the only pressure bank advisors are facing. We'll offer more details on these demands in the days to come.

Scott Upham of Cribstone Capital has found a niche in helping families maintain shared real estate.

Creating a performance management process will help firms get the most from staff members.

Advisors can help clients and their survivors by helping plan out funeral services.

Advisors can help clients avoid overpaying on taxes by reversing Roth IRA conversions when portfolios fall.