Portfolio

Clients know that profits don’t always point up all the time. Don’t try and fool them.

Why one planner helps clients with everything from finding long-term care to community resources.

Workers and employers would benefit from a phased retirement, but only one in four workers aged 55 and older have such an option; Plus, clients should avoid being dogmatic about withdrawals.

Filing expected Sunday; advisors expected to receive distributions through retention packages.

Pooled employer plans and auto-enrollment gain Senate support, but advisors working with those plans could soon be held to a higher fiduciary standard.

Advisors may want to stop clients from rushing into this investment during uncertain times, even as it starts to regain lost ground.

A somewhat darker tone could be observed emitting from the ETF.com conference this year.

Some advisors with less than five years in practice have achieved remarkable results. Here are some of their secrets.

The benefits debate is part of a concerted effort to show that Social Security is too expensive and needs to be cut, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

The proposal landed at the White House's Office of Budget and Management yesterday for one last review.