Practice

"I don't see a top in valuations," says Marty Bicknell, CEO of Mariner Wealth Advisors.

Clients who have $30,000 in student loan debt would have missed as much as $325,000 in investment opportunities in their 401(k) plans; Plus, the one money move to make before the end of the year.

It’s rare that advisors leave the Christian-oriented independent firm, a spokeswoman says.

Exencial’s John Burns is looking to buy RIAs and his phone “has been ringing a lot."

Setting aside 15% of income for retirement may not be enough to build a nest egg that is adequate to cover living and other costs in the golden years; Plus, why investors should say no to universal life insurance as a retirement fund.

Advisors must ensure that their firms meet the needs of the younger generation of workers.

Cybersecurity is a “huge, huge, huge issue” for advisory industry, says John Burns of Exencial Wealth Advisors.

A proposal to require the Labor Department to respond to the volumes of comment it received on the proposal would create a delay that fiduciary advocates say would run out the clock on a vital consumer protection.

With automated advice platforms now a standard offering, the easy assumption is that technology is being universally adopted by advisers. Key insights from our annual Tech Survey, though, challenge that notion.

Nothing in the 401(k) plan market changes overnight and some caution that while robos may have a valuable role to play in helping prepare employees for retirement, employers need to do their due diligence.