Portfolio

Advisors have shifted the focus to thinking about retirement in terms of income strategies rather than purely the accumulation of more assets.

Naming a spouse as the IRA beneficiary is often the default choice and has several advantages. However, other concerns might outweigh the benefits of a spousal rollover.

Most advisors target pre-retiree clients, but it is possible to build a thriving practice in the retirement income planning market even after clients stop working.

Beware of 'pension predators' promising cash; Challenges of extending your career after retirement; What's missing from your Social Security statement?

As his private equity owners start to look toward an exit, the founder seeks to bring in new management to position the firm for growth.

A majority of Cicily Maton's clients come to her when a pile of money falls into their laps. But unusual circumstances create special issues.

Michelle Smith explains the advantage of specializing in divorce planning.

Investors have returned to equity funds now that the financial meltdown is a distant memory.

Content Marketing Challenges

Guest Viewpoint: Is Provider Satisfaction Enough?