Portfolio

Digital tools are one thing, Dave Grant says -- but he has grave doubts about the future of totally remote financial planning relationships.

"He called for the male clients, I called for the females," says ex-assistant, who says she knew phone calls to liquidate client assets after a B-D change were wrong.

As part of clients' retirement planning, make sure they understand terms like "sustainable withdrawal rate," as just one example; Plus, encourage clients to increase their savings rate to 15%.

Municipals delivered solid performance overall thanks to the strength of the long duration and high-yield segments.

Investors in the world’s biggest ETP backed by bullion sold the most gold in 18 months as the U.S. economic recovery cut demand for a haven.

Manulife Financial, Canada’s largest life insurer, agreed to buy New York Life Insurance’s retirement plan services business in a deal that will boost assets under administration by about $50 billion.

Municipals delivered solid performance overall thanks to the strength of the long duration and high-yield segments.

Hey, advisors: You need to understand your clients' life goals before you can help them on the financial ones.

Ameriprise advisor Joe De Sena explains how getting involved in a charity changed his practice. "It's about making contributions to their lives in a way that has almost nothing to do with the money."

While some commentators feel that people are likely to drain their savings too fast, at least one expert says many are too reluctant to start spending their nest eggs; Plus, many retirees learn valuable investing lessons only through trial and error.