Practice

Advisors need to take a more active role in engaging with college and university programs to help bring more students into the workforce, said industry officials at the CFP Board's recent academic conference.

The pitches are persuasive. Workers who leave jobs with the federal government transferred $10 billion last year out of the Thrift Savings Plan.

Though it can often pay to wait, advisors should help clients determine when it makes sense to file earlier for spousal benefits.

Customize your income-replacement rate; options for required IRA distributions; finding an identity beyond the workplace

Many U.S. households are not adequately prepared for retirement, according to a new report from the Federal Reserve that found 31% of non-retired respondents indicating they have no retirement savings or pension, including 19% of those ages 55 to 64.

Planners can help clients and build family loyalty by having difficult conversations about late-in-life options, says a speaker at LPL Focus.

As programs struggle, Kevin Keller says new Washington planning center will help academic financial planning programs.

HighTower recruited a Merrill Lynch advisor team managing $800 million in assets.

Is the American dream still alive; Social Security earnings test is not a tax; How to manage health care costs

Planners should consider hiring younger staff, and then encouraging -- or even requiring -- junior associates to study and sit for the CFP exam and complete their experience requirements, the CFP Board says.