Practice

The Puerto Rico legislature’s move to keep the commonwealth’s teacher pension from running out of cash by freezing benefits and raising worker contributions shows how U.S. municipalities are addressing a $1 trillion retirement- funding deficit by reining in once-ironclad promises.

China plans to raise the retirement age for the first time since the 1950s, as policy makers confront the prospect of a shrinking workforce that damps economic growth.

When a client's loved one needs extra care, financial planners need to be equipped to answer questions and help families find the right resources.

Bill Harris shook up the financial services industry as CEO of both Intuit and PayPal. Now he's got his eye on financial advisors.

Have you considered how much more enjoyable your own post-work years might be if you’d only take the time to mentor the next … you?

Suggest delaying and many clients will counter that forgoing years of benefits will take a long time to make up. But it's not as long as they might think.

Set objectives for one simple, powerful reason: to identify what matters most to you. That will make it easier to build your business.

Bank of New York Mellon Corp., the world’s largest custody bank, agreed to repay Massachusetts’ public pension funds $15.45 million to settle fraud claims brought by the state’s top securities regulator.

Here's how to prepare as you and your clients head into the tax-filing season.

The Securities and Exchange Commission issued a staff report Friday to Congress on its disclosure rules for U.S. public companies, as part of the SEC’s efforts to modernize the disclosure requirements and reduce compliance costs for emerging growth companies.