Portfolio

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

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

'Our main objective is organic growth,' says Larry Roth, chief executive of Cetera Financial Group.

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.

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.

Advisors still are not tapping into the Gen Y market, a study from Principal Financial Group shows.

Variable annuities held by clients might not need to be annuitized to deliver cash flow.

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.

The CEO of one of the largest planning firms makes his own estate planning move.