Investment insights

Clients are advised to reconsider including target-date funds in their 401(k) plan; plus, why clients shouldn't convert all their IRA savings to Roths.

Advisors have been curious about this relatively new fund category. Here are the ones attracting the most assets.

In order to ensure maximized value of their retirement benefits, clients must be aware of Social Security rules; Plus, why automated retirement contributions are helpful for clients who intend to develop a spending budget

Although the 4% initial withdrawal rule has historically done well for retirees, it may not always produce the same results; Plus, tips for retirement savings and why bonds should be a part of your client's portfolio.

Four mistakes to watch for when doing a checkup on your client's portfolio. Plus: Knowing when to give up stocks, and how annuity withdrawals are taxed

These mainstream strategies have virtually no chance of working for clients. So why are they still so popular?

Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models.

Retirees are breaking tradition and leaving their assets to grandchildren instead of their own; Plus tips to avoid taking out a 401(k) loan.

One way ETFs are more tax-friendly than mutual funds; Plus, how entrepreneur clients can stop overpaying on taxes, and when AMT doesn't have to mean "assume more tax."

Global equities find growing favor with advisors and clients.

Plan sponsors are automatically enrolling newly hired employees, as well as those employees who are eligible but not participating in a retirement plans; Plus, the dos and don'ts for the final years of a client's career.

Divorce is increasing among people aged 50 and up, which affects lifestyle and financial independence; Plus, 401(k) mistakes to avoid.

It was only the second time in a decade that the funds have shrunk at the start of June, in part because it coincides with a period when investors get paid from maturing debt and interest.

Education loans accounted for 30% of installment debt for pre-retirees in the 55 to 64 age bracket, according to a LIMRA survey; Plus, 5 signs your clients rely too much on Social Security.

Clients need to embrace new ways of learning in retirement because the deeply ingrained ways from earlier in life are less effective in later years; Plus, 4 ways clients are sabotaging their retirement in their 30s.

Here are six new dividend-oriented ETFs and how they can pay off for your clients.

How to make your client's taxes less taxing; Plus: mid-year tax moves to help clients pocket more money, and figuring out taxes on options trades.

Do mashups offer an new investing opportunities or just create financial mush?

People who decide to retire early share common traits that others don't have, such as having a happy marriage; Plus, a better way to help your clients tap their retirement savings.

Shortfalls in contributions have prompted many public pension plans to take enormous investment risks to increase their returns; Plus, two retirement plan options for entrepreneurs and self-employed clients.