Practice

Seniors who consider living in 55+ communities should determine whether the homes are age-ready and conducive for people with diminished physical activity; plus, how boomers became the disillusioned generation.

About 75% of what's in the proposal will probably stick, says a leading retirement expert. Here's what advisors can expect.

More sophisticated mobile apps and better industry partnerships are being credited with easing access to 401(k) plan information and paving the way for wiser retirement planning decisions.

Mutual funds are vulnerable to runs that can spill over and cause problems in the broader financial system, according to a blog post published today on Liberty Street Economics by staffers at the Federal Reserve Bank of New York.

Applying for Social Security benefits early doesn't necessarily mean that applicants will receive the benefits early, an advisor explains to 64-year-old widowed client.

Advisor compensation is one of the stickiest problems for firm owners. Ross Lawrence and Greg Hoffman of Hoffman Financial Resources solved it through equity ownership.

Do you have enough saved for a stand-alone RIA? EPAN's Ron Briggs challenges advisors on this and other considerations of going independent.

Soon-to-be extinct strategies, facts and trends advisors should keep in mind when getting started on retirement and tax planning.

Wells Fargo's Joe Nelson has catapulted himself into the company's upper echelons in his second stint as a bank advisor.

Soon-to-be extinct strategies, facts and trends advisors should keep in mind when working on retirement and tax planning.