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Doing the wrong thing can impact discretionary spending and leave little room for tackling unforeseen challenges in retirement.

The annual “evolution revolution” report and an analyst’s overview show how fiduciary advice is reshaping wealth management.

Can more education boost the popularity of these funds?

Ed Boyle is the CEO of Medici Bank. A payments and digital banking expert, Boyle has more than 15 years' experience in varied product and marketing roles at American Express. After serving as U.S. managing director of Fidor Bank in Germany, Boyle brings a deep customer orientation and knowledge of banking technology, and partnership development to create more open and efficient solutions.

Robin I. Frank is a partner with Shapiro, Blasi, Wasserman & Hermann PA, a litigation and transactional law firm in South Florida. She focuses on labor and employment law and has extensive experience both prosecuting and defending against nationwide “collective action” claims for unpaid overtime or minimum wages under the Fair Labor Standards Act. Reach her at (561) 477-7800 or rfrank@sbwh.law.

Some advisory firms are rethinking whether absolute independence is still the best — and most cost-effective — option.

Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.

While an asset protection trust can cover nursing home care expenses in retirement, growth of these investments can trigger a tax bill.

Clients are advised place a deeper focus on their life goals when developing a strategy to retire.

Eden Amirav is CEO and co-founder of Become.