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“By and large, many simply have not yet saved enough to retire comfortably.”

Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.

Knowledgeably navigating 401(k) and IRA movements can have a massive impact on tax burdens — and the client relationship.

Robert Durak, CPA, CGMA, is director of audit and accounting technical services for public accounting at the American Institute of CPAs.

Justine Melman is vice president of marketing and communications for Flybits.

The advisors left Wells Fargo, signaling Stifel’s recruiting push will extend into 2020.

Not much will keep the tech giant from entering wealth management. But advisors still have a few potent weapons at their disposal. They just need to use them.

UNSTOPPABLE

ETFs tracking themes — such as robotics, blockchain and cannabis — closed the year just 1% higher than where it started.

In the 1960s, iconoclastic reformers started a campaign to kill fixed brokerage fees. Today, we’re witnessing the logical culmination of that effort.