Practice

If our goal is to motivate our clients to engage in financial planning, we need to find the best way to facilitate their learning.

New financial assessment requirements may make reverse mortgages into a retirement income tool for seniors with significant cash flow and assets.

Why working clients are advised to avoid borrowing from their 401(k) plans to fund their summer vacations; Plus, how Americans left $24 billion in retirement money on the table last year and the seven best places for your clients to retire overseas.

As long as a nonprofit group stays "on the right side of the line -- even though either you or I would say what they are doing is wrong -- it's still protected by 'judgment,'" or a right to broad discretion in decision-making.

'Shark Tank's' Kevin O'Leary assumed the starter role for his own venture into ETFs this month, partnering with FTSE Russell to launch the O'Shares FTSE US Quality Dividend ETF, the first in a series of five smart beta funds.

It's important to educate doctors before they start receiving large paychecks so they can make informed financial decisions as their incomes climb. Here's how one firm has tackled this issue.

Goldman Sachs Asset Management is starting two money market funds and making changes to two others to comply with stricter rules for funds that offer a stable $1 net asset value.

To help improve their online presence, Fidelity announced two new offerings for advisors.

While the 4% rule was created to set a minimum income floor, that doesn't mean spending can never be raised. Here's a better approach to withdrawal rates.

Sometimes it makes sense for clients to collect Social Security before full retirement age, even if it temporarily reduces benefits.