In a twist, recent class actions blame 401(k) advisors for not putting investors' money into higher cost, better performing investments.

The explosion of software is cutting into workers' ability to get anything done.

Research shows that the classic allocation reached its most expensive level in almost five decades during the COVID-19 rally. The situation has reversed in 2022.

Investing in enterprises trading at a discount to full value helps mitigate risk and reduce portfolio volatility.

Recent cost-of-living adjustments have made waiting to claim the benefit more lucrative.

A soon-to-retire woman wants to travel in her golden years but needs an aide to look after her mother. Will Medicare chip in?

An IRS proposal has spawned confusion about whether non-spousal heirs to Roth plans need to take RMDs before draining the accounts after 10 years.

Efforts to increase diversity in the wealth management industry include Raymond James' Black Financial Advisors Network and the BLX Internship Program.

BNY Mellon and Nasdaq are developing in-house digital-asset custody platforms for institutional investors, making them among the first in traditional finance.

Five (or six or seven) little words should tell the story of your firm and embed themselves in the minds of potential clients.

Industry representatives fear DOL misclassification rule will lead to costly court battles

Ignore the stigma of borrowing from your retirement plan — a life raft for cash crunches — but be aware of the rules.

A new study found high rates of stress among professionals in the field, which is adjusting to a growing focus on work-life balance for employees.

After pinning down a client's interests and expectations of returns, the research and due diligence begins.

The young and wealthy instead see more potential in assets like cryptocurrency, real estate and private equity, a study says.

Some older Americans worry that if they return to work, they'll get less money from Social Security. In fact, the opposite is true — but advisors need to get the word out.

Understanding the nuances of how this asset class is housed is key to educating clients on the best crypto storage options. Part 3 of series.

Digital thieves are leveling up, preying on the emails, texts and phones of planners — and their families — in a bid to rob or extort clients.

Current parents calculate the cost of having more children, so why shouldn't would-be parents do the same?

What would you do if you were suddenly debt-free? Millions of student borrowers are about to find out.