Too high a score can stymie bigger dreams and personal growth on the part of the client, writes Joe Maier.

Reports of Russia's malicious cyber activity can spur investors to greater vigilance, but if the worst happens, quick action is crucial.

Americans are facing a $7.1 trillion retirement savings shortfall. Will Congress do anything about it?

The strategy has been portrayed as both an essential investing tool and overhyped approach. The reality is somewhere in between.

Judging by a recent survey, reports of the classic investment strategy's "death" are greatly exaggerated.

Studies show that the market has created a "Goldilocks" moment for alternatives. But technology and the industry need to work together to get it "just right."

Here's a list of the terms that advisors interested in crypto should be familiar with.

Gaining clarity on "hard forks" and "airdrops" is a must as investors struggle to tally their losses in the aftermath of the Terra-driven crypto market crash.

Only 14% of retirees feel like they're living the life they planned for in retirement, according to a survey by ConsumerAffairs.

Despite what the wealth management industry suggests, some investors benefit more from the popular strategy than others.

For a century, Americans were retiring younger and younger. Then, in the 1990s, the average retirement age started to shoot back up. What happened?

A new Arizent study finds that the wealth management industry is deploying AI tools in a significant number of cases at a rate three times higher than those in banking, and even higher when compared to mortgage and insurance.

A columnist makes the case, with caveats, for tapping certain retirement accounts rather than the traditional savings plans.

TDFs have successfully nudged more Americans into the stock market, Allison Schrager writes, but they also have a major weakness that inflation is bringing to light.

In down markets, "wrapping risk" is a strategy that itself can be risky if it stunts a portfolio's growth in the run-up to retirement.

The "set it and forget it" approach has gained popularity in recent years, but a more active approach has its advantages in a volatile market. Here's the case for each.

An obscure retirement and estate planning technique holds added benefits amid tighter rules on inherited IRAs.

Forty percent of parents are supporting an adult child who is living at home, and the financial strain is impacting their own goals for the future.

Customer experience has become integral during the pandemic and now underpins many strategic initiatives of wealth managers.

A spousal IRA offers a way to stay on track for a healthy retirement. Yet many people don’t know it exists.